Heritage Wealth Management, Inc./Texas Purchases and Sells in Q3 2024

Heritage Wealth Management, Inc./Texas

15 operations

Stock	Shares change	Price Range	Shares Held
DFUV	18.6K + 2.9%	$38.51 - $41.69 $715K - $774K	659K $27.5B
VNQ	832 + 0.66%	$82.97 - $98.97 $69K - $82.3K	126K $12.3B
DFCF	31.1K + 14.18%	$41.34 - $43.55 $1.29M - $1.36M	251K $10.8B
DFAI	26K + 8.11%	$28.69 - $32.06 $745K - $832K	346K $11B
DFAE	6.88K + 4.29%	$24.46 - $27.82 $168K - $191K	167K $4.58B
TRGP	1.16K + 10.18%	$127.86 - $156.46 $149K - $182K	12.6K $1.86B

2 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ABBV	1.11K New	$163.84 - $199.33 $181K - $220K	1.11K $218M
JNJ	1.24K New	$145.48 - $167.38 $180K - $207K	1.24K $200M

16 operations

Stock	Shares change	Price Range	Shares Held
DFIV	-7.26K - 14.42%	$34.66 - $38.38 $252K - $279K	43.1K $1.64B
SGOV	-817 - 1.28%	$100.3 - $100.74 $81.9K - $82.3K	62.9K $6.33B
DLN	-1.28K - 11.86%	$71.86 - $78.56 $92.3K - $101K	9.54K $750M
DFAX	-10.5K - 6.34%	$24.29 - $27.25 $256K - $287K	156K $4.21B
DFAU	-1.45K - 7.87%	$35.8 - $39.69 $51.7K - $57.4K	16.9K $671M
FBND	-176 - 2.25%	$44.65 - $47.21 $7.86K - $8.31K	7.65K $358M

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