Heritage Wealth Management, LLC Goldman Sachs ETF Tr Activebet Transaction History
Heritage Wealth Management, LLC
- $177 Million
- Q2 2024
Shares
4 transactions
Others Institutions Holding GSSC
# of Institutions
106Shares Held
6.12MCall Options Held
0Put Options Held
0-
Betterment LLC New York, NY730KShares$52.4 Million0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC568KShares$40.8 Million0.02% of portfolio
-
American National Bank524KShares$37.6 Million4.45% of portfolio
-
First Foundation Advisors Irvine, CA518KShares$37.2 Million1.39% of portfolio
-
Roosevelt Investment Group LLC355KShares$25.5 Million1.29% of portfolio