Heritage Wealth Management, LLC Spdr S&P 600 Small Cap Value E Call Options Transaction History
Heritage Wealth Management, LLC
- $177 Million
- Q2 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding SLYV
# of Institutions
565Shares Held
31.1MCall Options Held
1KPut Options Held
0-
Bank Of America Corp Charlotte, NC2.59MShares$224 Million0.02% of portfolio
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Lpl Financial LLC Fort Mill, SC1.43MShares$124 Million0.06% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA1.35MShares$117 Million0.24% of portfolio
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Ameriprise Financial Inc Minneapolis, MN1.28MShares$110 Million0.03% of portfolio
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Cannon Financial Strategists, Inc. Athens, GA910KShares$78.8 Million13.59% of portfolio