Heritage Wealth Partners, LLC Spdr Index Shs Fds S Spdr Port 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 SPGM
# of Institutions
136Shares Held
9.66MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.37MShares$154 Million0.07% of portfolio
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Sequoia Financial Advisors, LLC1.31MShares$85.3 Million0.95% of portfolio
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Private Advisor Group, LLC843KShares$54.8 Million0.35% of portfolio
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Mariner, LLC Overland Park, KS428KShares$27.8 Million0.05% of portfolio
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Legal & General Group PLC London, X0380KShares$24.7 Million0.01% of portfolio