Heritage Wealth Management, LLC Ishares Tr Esg Screened S&P 50 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 |
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Others Institutions Holding XVV
# of Institutions
90Shares Held
2.77MCall Options Held
0Put Options Held
0-
Sun Life Financial Inc Toronto, A6823KShares$36 Million2.07% of portfolio
-
Becker Capital Management Inc207KShares$9.05 Million0.3% of portfolio
-
Retirement Capital Strategies148KShares$6.47 Million2.5% of portfolio
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Lpl Financial LLC Fort Mill, SC122KShares$5.36 Million0.0% of portfolio
-
Better Money Decisions, LLC99.2KShares$4.34 Million3.15% of portfolio