Heritage Wealth Management, LLC Spdr Portfolio 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 |
|---|
Others Institutions Holding SPMD
# of Institutions
655Shares Held
188MCall Options Held
1KPut Options Held
0-
Creative Planning Overland Park, KS73.3MShares$4.02 Billion3.98% of portfolio
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Betterment LLC New York, NY17.3MShares$950 Million2.27% of portfolio
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Lpl Financial LLC Fort Mill, SC12.2MShares$670 Million0.31% of portfolio
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Valmark Advisers, Inc.5.86MShares$322 Million5.06% of portfolio
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Tiedemann Advisors, LLC5.75MShares$316 Million10.91% of portfolio