Heritage Wealth Management, LLC Proshares Trust Proshares He Transaction History
Heritage Wealth Management, LLC
- $177 Million
- Q2 2024
Shares
2 transactions
Others Institutions Holding HDG
# of Institutions
12Shares Held
243KCall Options Held
0Put Options Held
0-
Frederick Financial Consultants, LLC Frederick, MD66.9KShares$3.3 Million2.64% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL38.1KShares$1.88 Million0.0% of portfolio
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Raymond James & Associates St Petersburg, FL37.3KShares$1.84 Million0.0% of portfolio
-
Morgan Stanley New York, NY34.6KShares$1.7 Million0.0% of portfolio
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Comprehensive Wealth Management, LLC Lynnwood, WA33.2KShares$1.64 Million1.25% of portfolio