Heritage Wealth Management, Inc. Select Sector Spdr Fund Health Call Options Transaction History
Heritage Wealth Management, Inc.
- $305 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 XLV
# of Institutions
1,891Shares Held
199MCall Options Held
8.49MPut Options Held
10.4M-
Bank Of America Corp Charlotte, NC38.3MShares$5.66 Billion0.5% of portfolio
-
Morgan Stanley New York, NY11.1MShares$1.64 Billion0.13% of portfolio
-
Jpmorgan Chase & CO New York, NY11MShares$1.63 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA6.8MShares$1 Billion0.24% of portfolio
-
Envestnet Asset Management Inc6.2MShares$915 Million0.32% of portfolio