Heritage Wealth Management, LLC Ishares New York Muni Bond ETF Transaction History
Heritage Wealth Management, LLC
- $177 Million
- Q2 2024
Shares
2 transactions
Others Institutions Holding NYF
# of Institutions
184Shares Held
9.62MCall Options Held
0Put Options Held
0-
Tiaa Trust, National Association Charlotte, NC859KShares$44.7 Million0.12% of portfolio
-
High Probability Advisors, LLC Pittsford, NY668KShares$34.8 Million5.21% of portfolio
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Bank Of America Corp Charlotte, NC564KShares$29.4 Million0.0% of portfolio
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Morgan Stanley New York, NY506KShares$26.4 Million0.0% of portfolio
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Facet Wealth, Inc.393KShares$20.4 Million0.47% of portfolio