Heritage Wealth Management, LLC Invesco ETF Tr Ii N Y Amt Fre Transaction History
Heritage Wealth Management, LLC
- $177 Million
- Q2 2024
Shares
2 transactions
Others Institutions Holding PZT
# of Institutions
41Shares Held
2.29MCall Options Held
0Put Options Held
0-
High Tower Advisors, LLC Chicago, IL586KShares$13.6 Million0.02% of portfolio
-
Miracle Mile Advisors, LLC321KShares$7.47 Million0.18% of portfolio
-
Flynn Zito Capital Management, LLC192KShares$4.48 Million2.26% of portfolio
-
Morgan Stanley New York, NY174KShares$4.04 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC167KShares$3.88 Million0.0% of portfolio