Heritage Wealth Management, LLC First Tr Exch Trd Fd Viii Ft C Transaction History
Heritage Wealth Management, LLC
- $177 Million
- Q2 2024
Shares
2 transactions
Others Institutions Holding FJUL
# of Institutions
157Shares Held
7.23MCall Options Held
0Put Options Held
0-
Raymond James Financial Inc St. Petersburg, FL704KShares$32.2 Million0.01% of portfolio
-
Envestnet Asset Management Inc488KShares$22.3 Million0.01% of portfolio
-
Raymond James & Associates St Petersburg, FL465KShares$21.3 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL405KShares$18.5 Million0.03% of portfolio
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Cwm, LLC381KShares$17.4 Million0.08% of portfolio