Heritage Wealth Advisors Ishares Tr Transaction History
Heritage Wealth Advisors
- $2.06 Billion
- Q3 2024
Shares
2 transactions
Others Institutions Holding IDV
# of Institutions
484Shares Held
78.3MCall Options Held
92.6KPut Options Held
28.2K-
Bank Of America Corp Charlotte, NC10.8MShares$310 Million0.03% of portfolio
-
Morgan Stanley New York, NY6.84MShares$197 Million0.02% of portfolio
-
Envestnet Asset Management Inc5.38MShares$155 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.76MShares$108 Million0.03% of portfolio
-
Ubs Group Ag2.66MShares$76.5 Million0.02% of portfolio