Heritage Wealth Management, LLC ETF Managers Tr Etfmg Prime Jr Transaction History
Heritage Wealth Management, LLC
- $177 Million
- Q2 2024
Shares
4 transactions
Others Institutions Holding SILJ
# of Institutions
5Shares Held
528KCall Options Held
0Put Options Held
0-
Grand Central Investment Group408KShares$4.39 Million5.18% of portfolio
-
Dubuque Bank & Trust CO73.3KShares$790,5400.08% of portfolio
-
Wealthsource Partners, LLC40.7KShares$438,7890.03% of portfolio
-
American Portfolios Advisors Holbrook, NY5.96KShares$64,2910.0% of portfolio
-
Bartlett & Co. LLC200Shares$2,1560.0% of portfolio