Heritage Wealth Management, LLC Ishares Tr Russell 2500 ETF Call Options Transaction History
Heritage Wealth Management, LLC
- $200 Million
- Q1 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding SMMD
# of Institutions
168Shares Held
10.3MCall Options Held
0Put Options Held
0-
Coldstream Capital Management Inc1.6MShares$99.6 Million2.69% of portfolio
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Cresset Asset Management, LLC Chicago, IL562KShares$34.9 Million0.18% of portfolio
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Envestnet Asset Management Inc560KShares$34.8 Million0.01% of portfolio
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Fifth Third Bancorp542KShares$33.6 Million0.14% of portfolio
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Wealthspire Advisors, LLC New York, NY424KShares$26.4 Million0.37% of portfolio