Heritage Wealth Management, LLC Ishares Tr Fallen Angels Usd B Put Options Transaction History
Heritage Wealth Management, LLC
- $177 Million
- Q2 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding FALN
# of Institutions
292Shares Held
46.4MCall Options Held
0Put Options Held
0-
Mather Group, Llc. Chicago, IL8.99MShares$241 Million3.17% of portfolio
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Bank Of America Corp Charlotte, NC5.43MShares$145 Million0.01% of portfolio
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Morgan Stanley New York, NY2.69MShares$72 Million0.01% of portfolio
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Envestnet Asset Management Inc2.28MShares$60.9 Million0.02% of portfolio
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Lpl Financial LLC Fort Mill, SC1.92MShares$51.5 Million0.02% of portfolio