Heritage Wealth Advisors Options Holdings

Heritage Wealth Advisors

  • $1.91 Billion
  • Q1 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 593
  • Current Value $1.91 Billion
  • Prior Value $1.95 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 08, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 42 stocks
  • Additional Purchases 58 stocks
  • Sold out of 2 stocks
  • Reduced holdings in 206 stocks
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