Heritage Wealth Management, LLC Vanguard World Fd Esg U.S. Sto Call Options Transaction History
Heritage Wealth Management, LLC
- $177 Million
- Q2 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding ESGV
# of Institutions
544Shares Held
27.2MCall Options Held
700Put Options Held
0-
Vanguard Group Inc Valley Forge, PA2.75MShares$292 Million0.01% of portfolio
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Visa Foundation1.72MShares$183 Million74.08% of portfolio
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Creative Planning Overland Park, KS1.23MShares$131 Million0.12% of portfolio
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Wealthfront Advisers LLC1.18MShares$125 Million0.37% of portfolio
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Morgan Stanley New York, NY822KShares$87.2 Million0.01% of portfolio