Heritage Wealth Management, LLC Fidelity Covington Tr Msci Uti Transaction History
Heritage Wealth Management, LLC
- $177 Million
- Q2 2024
Shares
1 transactions
Others Institutions Holding FUTY
# of Institutions
201Shares Held
11MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC4.33MShares$217 Million0.02% of portfolio
-
Ae Wealth Management LLC548KShares$27.4 Million0.27% of portfolio
-
Lido Advisors, LLC Los Angeles, CA520KShares$26 Million0.13% of portfolio
-
Commonwealth Equity Services, LLC335KShares$16.8 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC300KShares$15 Million0.01% of portfolio