Heritage Wealth Architects, Inc. Purchases and Sells in Q3 2025

Heritage Wealth Architects, Inc.

  • $162 Billion
  • Q3 2025

Top Buys

Incresed Positions

30 operations
Stock Shares change Price Range Shares Held Trade History
115K
+ 10.34%
$23.82 - $25.43 $2.73M - $2.92M
1.23M $31.5B
67.9K
+ 18.81%
$41.18 - $42.43 $2.8M - $2.88M
429K $18.1B
36.6K
+ 10.64%
$42.04 - $45.23 $1.54M - $1.66M
381K $17.2B
28.2K
+ 18.85%
$54.35 - $59.32 $1.53M - $1.67M
178K $10.5B
J P MORGAN EXCHANGE TRADED F
34.5K
+ 671.71%
N/A
39.6K $2B
15.6K
+ 16.53%
$73.24 - $79.04 $1.14M - $1.23M
110K $8.66B
View all

New Holdings

8 operations
Stock Shares change Price Range Shares Held Trade History
9.27K
New
$60.99 - $64.01 $565K - $593K
9.27K $597M
RBB FUND TRUST
13.2K
New
N/A
13.2K $584M
6.25K
New
$82.71 - $87.31 $517K - $545K
6.25K $551M
2.07K
New
$214.92 - $244.84 $444K - $506K
2.07K $500M
1.13K
New
$174.36 - $254.72 $198K - $289K
1.13K $275M
4.14K
New
$53.81 - $56.54 $223K - $234K
4.14K $238M
View all

Top Sells

Reduced Positions

15 operations
Stock Shares change Price Range Shares Held Trade History
-5.92K
- 42.57%
$82.58 - $88.81 $489K - $526K
7.99K $678M
-6.36K
- 5.5%
N/A
109K $5.47B
-655
- 17.0%
$420.11 - $460.14 $275K - $301K
3.2K $1.5B
-421
- 13.07%
$546.99 - $602.2 $230K - $254K
2.8K $1.68B
-6.28K
- 11.64%
$28.92 - $31.43 $181K - $197K
47.6K $1.52B
-817
- 4.83%
$81.7 - $87.35 $66.7K - $71.4K
16.1K $1.41B
View all
Activity Summary
Buys All Purchases 38 New Holdings 8 Increased Positions 30 Sells All Sells 15 Reductions 15 Sold out 0 Options Calls 0 Puts 0
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