Heritage Family Offices, LLP COOPER COS INC Transaction History

Heritage Family Offices, LLP

  • $196 Billion
  • Q1 2025
Number of Shares
6,659
Previous 4,985 33.58%
Holding current value
$562 Million
Previous $458 Million 22.57%
% of portfolio
0.29%
Previous 0.23%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 10, 2025
BUY
N/A
1,674 Added 33.58%
6,659 $562 Million
Q4 2024

Jan 14, 2025
BUY
N/A
19 Added 0.38%
4,985 $458 Million
Q3 2024

Oct 16, 2024
BUY
N/A
35 Added 0.71%
4,966 $548 Million
Q2 2024

Aug 01, 2024
BUY
N/A
4,931 New
4,931 $430 Million
Track This Portfolio

Track Heritage Family Offices, LLP Portfolio

Follow Heritage Family Offices, LLP 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 Family Offices, LLP, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Family Offices, LLP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email