Heritage Wealth Management, LLC Ishares Tr Residential And Mul Transaction History
Heritage Wealth Management, LLC
- $177 Million
- Q2 2024
Shares
2 transactions
Others Institutions Holding REZ
# of Institutions
189Shares Held
5.12MCall Options Held
10.8KPut Options Held
11.1K-
Franklin, Parlapiano, Turner & Welch, LLC472KShares$39.9 Million11.0% of portfolio
-
Morgan Stanley New York, NY468KShares$39.6 Million0.0% of portfolio
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Tobias Financial Advisors, Inc. Plantation, FL312KShares$26.4 Million5.41% of portfolio
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Aprio Wealth Management, LLC301KShares$25.4 Million3.55% of portfolio
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Northwestern Mutual Wealth Management CO239KShares$20.2 Million0.02% of portfolio