Heritage Wealth Architects, Inc. MFS ACTIVE EXCHANGE TRADED F Transaction History

Heritage Wealth Architects, Inc.

  • $162 Billion
  • Q3 2025
Number of Shares
20,186
Previous 14,316 41.0%
Holding current value
$596 Million
Previous $407 Million 46.41%
% of portfolio
0.37%
Previous 0.3%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 02, 2025
BUY
N/A
5,870 Added 41.0%
20,186 $596 Million
Q2 2025

Jul 09, 2025
BUY
N/A
14,316 New
14,316 $407 Million
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