Heritage Financial Services, LLC Closed Holding Positions

Heritage Financial Services, LLC

  • $732 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
SPTS
Spdr Portfolio Short Term Trea

ETFs
Q1 2022 Filed on Aug 30, 2022
12,866
$29.62 - $30.41 $381K - $391K
IGV
Ishares Expanded Tech Software

ETFs
Q2 2022 Filed on Jul 19, 2022
983
$257.24 - $353.96 $253K - $348K
GHY
Pgim Global High Yield Fund, Inc.

Financial Services
Q2 2022 Filed on Jul 19, 2022
16,930
$11.06 - $13.72 $187K - $232K
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