Heritage Wealth Management, LLC Ishares Tr Transaction History
Heritage Wealth Management, LLC
- $177 Million
- Q2 2024
Shares
3 transactions
Others Institutions Holding IFRA
# of Institutions
447Shares Held
44.2MCall Options Held
25.2KPut Options Held
200-
Envestnet Asset Management Inc7.22MShares$356 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC5.38MShares$265 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.17MShares$107 Million0.05% of portfolio
-
Morgan Stanley New York, NY2.02MShares$99.5 Million0.01% of portfolio
-
Jpmorgan Chase & CO New York, NY1.52MShares$75 Million0.01% of portfolio