Heritage Wealth Management, LLC Goldman Sachs ETF Tr Activebet Call Options Transaction History
Heritage Wealth Management, LLC
- $177 Million
- Q2 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding GSSC
# of Institutions
98Shares Held
6.01MCall Options Held
0Put Options Held
0-
Betterment LLC New York, NY856KShares$58.4 Million0.14% of portfolio
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American National Bank524KShares$35.8 Million4.45% of portfolio
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Lpl Financial LLC Fort Mill, SC522KShares$35.6 Million0.02% of portfolio
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First Foundation Advisors Irvine, CA519KShares$35.4 Million1.29% of portfolio
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Roosevelt Investment Group LLC355KShares$24.2 Million1.29% of portfolio