Heritage Wealth Partners, LLC Schwab Strategic Tr Us Dividen Put Options Transaction History
Heritage Wealth Partners, LLC
- $69 Billion
- Q2 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding SCHD
# of Institutions
1,644Shares Held
274MCall Options Held
1.95MPut Options Held
715K-
Lpl Financial LLC Fort Mill, SC10.8MShares$873 Million0.48% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA9.72MShares$782 Million1.08% of portfolio
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Morgan Stanley New York, NY9.15MShares$736 Million0.06% of portfolio
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Sumitomo Life Insurance CO8.94MShares$719 Million15.07% of portfolio
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Avantax Advisory Services, Inc.7.78MShares$626 Million5.64% of portfolio