Heritage Wealth Partners, LLC Innovator U.S. Equity Ultra Bu Put Options Transaction History
Heritage Wealth Partners, LLC
- $85 Billion
- Q3 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding UAUG
# of Institutions
86Shares Held
4.62MCall Options Held
0Put Options Held
0-
Brookstone Capital Management1.16MShares$41.4 Million0.68% of portfolio
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Kestra Advisory Services, LLC347KShares$12.4 Million0.07% of portfolio
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Kfg Wealth Management, LLC Granger, IN262KShares$9.35 Million2.67% of portfolio
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Onyx Bridge Wealth Group LLC245KShares$8.72 Million1.34% of portfolio
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Commonwealth Equity Services, LLC175KShares$6.22 Million0.01% of portfolio