Heritage Wealth Partners, LLC Invesco Exchange Traded Fd Tr Transaction History
Heritage Wealth Partners, LLC
- $65.6 Billion
- Q1 2025
Shares
1 transactions
Others Institutions Holding XLG
# of Institutions
552Shares Held
118MCall Options Held
20.1KPut Options Held
5K-
Demars Financial Group, LLC28.1MShares$1.38 Billion17.43% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.6MShares$523 Million0.2% of portfolio
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Morgan Stanley New York, NY7.14MShares$352 Million0.02% of portfolio
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Bank Of America Corp Charlotte, NC4.24MShares$209 Million0.02% of portfolio
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Invesco Ltd. Atlanta, GA3.36MShares$166 Million0.03% of portfolio