Heritage Wealth Management, LLC Ishares Tr Bb Rated Corporate Transaction History
Heritage Wealth Management, LLC
- $177 Million
- Q2 2024
A detailed history of Heritage Wealth Management, LLC transactions in Ishares Tr Bb Rated Corporate stock. As of the latest transaction made, Heritage Wealth Management, LLC holds 10,029 shares of HYBB stock, worth $470,761. This represents 0.26% of its overall portfolio holdings.
Number of Shares
10,029Holding current value
$470,761% of portfolio
0.26%Shares
1 transactions
Others Institutions Holding HYBB
# of Institutions
57Shares Held
6.34MCall Options Held
0Put Options Held
0-
Benjamin F. Edwards & Company, Inc. St. Louis, MO2.01MShares$94.5 Million1.63% of portfolio
-
Stifel Financial Corp St. Louis, MO980KShares$46 Million0.04% of portfolio
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Benjamin Edwards Inc Clayton, MO731KShares$34.3 Million0.41% of portfolio
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Morgan Stanley New York, NY545KShares$25.6 Million0.0% of portfolio
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Confluence Investment Management LLC434KShares$20.3 Million0.32% of portfolio