Heritage Wealth Management, LLC Vanguard Extended Market ETF 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 VXF
# of Institutions
871Shares Held
45.3MCall Options Held
17.8KPut Options Held
32.1K-
Morgan Stanley New York, NY3.41MShares$699 Million0.05% of portfolio
-
Wealthfront Advisers LLC3.26MShares$668 Million1.85% of portfolio
-
Envestnet Asset Management Inc3.08MShares$631 Million0.19% of portfolio
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Bank Of America Corp Charlotte, NC1.62MShares$331 Million0.02% of portfolio
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Fifth Third Bancorp1.5MShares$307 Million1.0% of portfolio