Heritage Wealth Management, LLC Ishares 0 5 Year Investment Gr Put Options Transaction History

Heritage Wealth Management, LLC

$177 Million
Q2 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding SLQD

# of Institutions

265

Shares Held

31.6M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

2.3M
Shares

$116 Million
0.01% of portfolio
Laurel Wealth Advisors LLC Charlotte, NC

2.05M
Shares

$103 Million
0.58% of portfolio
Lpl Financial LLC Fort Mill, SC

1.23M
Shares

$62 Million
0.02% of portfolio
Lji Wealth Management, LLC Indianapolis, IN

1.12M
Shares

$56.6 Million
9.87% of portfolio
Raymond James Financial Inc St. Petersburg, FL

1.1M
Shares

$55.7 Million
0.02% of portfolio

About ISHARES 0-5 YEAR INVESTMENT GR

Ticker SLQD
Sector ETFs
Industry ETFs

More about SLQD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Management, LLC with notifications on news.