Heritage Wealth Management, Inc. Alps ETF Tr Disruptive Technol Transaction History

Heritage Wealth Management, Inc.

  • $309 Billion
  • Q2 2025

A detailed history of Heritage Wealth Management, Inc. transactions in Alps ETF Tr Disruptive Technol stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 5,000 shares of DTEC stock, worth $257,550. This represents 0.08% of its overall portfolio holdings.

Number of Shares
5,000
Previous 5,000 -0.0%
Holding current value
$257,550
Previous $217 Million 13.48%
% of portfolio
0.08%
Previous 0.07%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Sep 09, 2024
BUY
$38.81 - $42.9 $194,050 - $214,500
5,000 New
5,000 $210 Million

Others Institutions Holding DTEC

# of Institutions
51
Shares Held
670K
Call Options Held
0
Put Options Held
0
View Full List

About ALPS ETF TR DISRUPTIVE TECHNOL

DTEC Quotes by TradingView
  • Ticker DTEC
  • Sector ETFs
  • Industry ETFs
More about DTEC
Track This Portfolio

Track Heritage Wealth Management, Inc. Portfolio

Follow Heritage Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email