Heritage Wealth Management, Inc. Proshares Tr Russell 2000 Divi Transaction History
Heritage Wealth Management, Inc.
- $305 Billion
- Q3 2024
A detailed history of Heritage Wealth Management, Inc. transactions in Proshares Tr Russell 2000 Divi stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 4,422 shares of SMDV stock, worth $304,896. This represents 0.1% of its overall portfolio holdings.
Number of Shares
4,422
Previous 4,817
8.2%
Holding current value
$304,896
Previous $294 Million
4.16%
% of portfolio
0.1%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding SMDV
# of Institutions
139Shares Held
5.81MCall Options Held
4.2KPut Options Held
7K-
Morgan Stanley New York, NY1.14MShares$78.5 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA455KShares$31.4 Million0.01% of portfolio
-
Capital Investment Advisors, LLC438KShares$30.2 Million0.63% of portfolio
-
Ubs Group Ag415KShares$28.6 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC280KShares$19.3 Million0.0% of portfolio