Heritage Wealth Management, Inc. /Ca/ Ishares U.S. Treasury Bond ETF Transaction History
Heritage Wealth Management, Inc. /Ca/
- $132 Billion
- Q1 2024
A detailed history of Heritage Wealth Management, Inc. /Ca/ transactions in Ishares U.S. Treasury Bond ETF stock. As of the latest transaction made, Heritage Wealth Management, Inc. /Ca/ holds 84,271 shares of GOVT stock, worth $1.89 Million. This represents 1.45% of its overall portfolio holdings.
Number of Shares
84,271
Previous 69,946
20.48%
Holding current value
$1.89 Million
Previous $1.61 Billion
19.07%
% of portfolio
1.45%
Previous 1.29%
Shares
2 transactions
Others Institutions Holding GOVT
# of Institutions
726Shares Held
960MCall Options Held
21.3KPut Options Held
18.4K-
Bank Of America Corp Charlotte, NC363MShares$8.15 Billion0.78% of portfolio
-
Lpl Financial LLC Fort Mill, SC97.8MShares$2.19 Billion1.22% of portfolio
-
Truist Financial Corp58.2MShares$1.31 Billion2.03% of portfolio
-
Envestnet Asset Management Inc50.2MShares$1.13 Billion0.43% of portfolio
-
Allworth Financial LP26.9MShares$604 Million4.38% of portfolio