Heritage Wealth Partners, LLC First Tr Ex Td Viii Ft Cboe Ve Call Options Transaction History
Heritage Wealth Partners, LLC
- $85 Billion
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding BUFR
# of Institutions
356Shares Held
148MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC34MShares$1.04 Billion0.47% of portfolio
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Cetera Investment Advisers Schaumburg, IL8.29MShares$253 Million0.56% of portfolio
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Commonwealth Equity Services, LLC7.41MShares$226 Million0.34% of portfolio
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Envestnet Asset Management Inc6.25MShares$191 Million0.06% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ5.05MShares$154 Million0.36% of portfolio