Heritage Wealth Management, LLC Franklin International Low Vol Transaction History
Heritage Wealth Management, LLC
- $177 Million
- Q2 2024
Shares
2 transactions
Others Institutions Holding LVHI
# of Institutions
159Shares Held
27.3MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC3.12MShares$93.7 Million0.04% of portfolio
-
Morgan Stanley New York, NY2.09MShares$62.8 Million0.0% of portfolio
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Envestnet Asset Management Inc1.86MShares$55.8 Million0.02% of portfolio
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Bank Of America Corp Charlotte, NC1.74MShares$52.3 Million0.0% of portfolio
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Wells Fargo & Company San Francisco, CA1.06MShares$31.9 Million0.01% of portfolio