Heritage Wealth Management, LLC Spdr Bloomberg Short Term Inte Transaction History
Heritage Wealth Management, LLC
- $177 Million
- Q2 2024
Shares
3 transactions
Others Institutions Holding BWZ
# of Institutions
76Shares Held
10.6MCall Options Held
0Put Options Held
0-
Advisor Group Holdings, Inc. Phoenix, AZ1.21MShares$33.1 Million0.05% of portfolio
-
Congress Wealth Management LLC Boston, MA1.09MShares$29.8 Million0.31% of portfolio
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Quent Capital, LLC1MShares$27.4 Million2.1% of portfolio
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Quent Long Short Global Small Cap Fund, LP New York, NY1MShares$27.4 Million2.35% of portfolio
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Financial Management Professionals, Inc.865KShares$23.6 Million2.57% of portfolio