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

Heritage Wealth Management, Inc. /Ca/

  • $141 Billion
  • Q3 2024

Top Buys

Incresed Positions

35 operations
Stock Shares change Price Range Shares Held Trade History
4.62K
+ 2.36%
$60.05 - $65.83 $277K - $304K
200K $13.2B
258
+ 1.04%
$207.23 - $234.82 $53.5K - $60.6K
25K $5.83B
890
+ 2.27%
$89.91 - $101.33 $80K - $90.2K
40.1K $3.93B
569
+ 62.87%
$475.2 - $527.7 $270K - $300K
1.47K $778M
113
+ 5.75%
$453.41 - $572.44 $51.2K - $64.7K
2.08K $1.19B
1.05K
+ 25.24%
$161.02 - $200.0 $168K - $209K
5.19K $967M
View all

New Holdings

8 operations
Stock Shares change Price Range Shares Held Trade History
28.9K
New
$24.09 - $37.95 $697K - $1.1M
28.9K $1.08B
16.1K
New
$13.65 - $23.25 $220K - $375K
16.1K $297M
674
New
$286.16 - $399.6 $193K - $269K
674 $269M
126
New
$1591.44 - $2140.1 $201K - $270K
126 $259M
886
New
$191.76 - $263.26 $170K - $233K
886 $232M
536
New
$225.92 - $271.17 $121K - $145K
536 $145M
View all

Top Sells

Reduced Positions

35 operations
Stock Shares change Price Range Shares Held Trade History
-18.9K
- 10.73%
$31.05 - $34.29 $587K - $648K
157K $5.39B
-1.68K
- 21.56%
$104.3 - $106.3 $176K - $179K
6.13K $651M
-583
- 3.37%
$18.9 - $34.87 $11K - $20.3K
16.7K $392M
-1.75K
- 3.41%
$56.65 - $58.17 $98.9K - $102K
49.4K $2.87B
-463
- 10.48%
$73.38 - $84.1 $34K - $38.9K
3.95K $328M
-4.05K
- 7.67%
$24.29 - $27.25 $98.4K - $110K
48.8K $1.32B
View all

Options

Calls

1 operations
Stock Shares change Price Range Shares Held Trade History
-7.2K
- 17.06%
$517.38 - $573.86 $3.73M - $4.13M
35K $20.1B

Puts

2 operations
Stock Shares change Price Range Shares Held Trade History
300
New
$225.92 - $271.17 $67.8K - $81.4K
300 $81.4M
800
New
$62.69 - $73.01 $50.2K - $58.4K
800 $57.5M
Activity Summary
Buys All Purchases 43 New Holdings 8 Increased Positions 35 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 1 Puts 2
Track This Portfolio

Track Heritage Wealth Management, Inc. /Ca/ Portfolio

Follow Heritage Wealth Management, Inc. /Ca/ 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. /Ca/, based on Form 13F filings with the SEC.

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email