Heritage Wealth Architects, Inc. STRATEGIC TRUST Transaction History

Heritage Wealth Architects, Inc.

  • $136 Billion
  • Q2 2025
Number of Shares
267,943
Previous 259,510 3.25%
Holding current value
$9.07 Billion
Previous $8.42 Billion 7.73%
% of portfolio
6.68%
Previous 8.18%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 09, 2025
BUY
N/A
8,433 Added 3.25%
267,943 $9.07 Billion
Q1 2025

May 15, 2025
BUY
N/A
259,510 New
259,510 $8.42 Billion
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