Heritage Wealth Management, Inc. /Ca/ Ishares U.S. Treasury Bond ETF Transaction History
Heritage Wealth Management, Inc. /Ca/
- $139 Billion
- Q4 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 86,054 shares of GOVT stock, worth $1.96 Million. This represents 1.42% of its overall portfolio holdings.
Number of Shares
86,054
Previous 81,274
5.88%
Holding current value
$1.96 Million
Previous $1.91 Billion
3.76%
% of portfolio
1.42%
Previous 1.35%
Shares
5 transactions
Others Institutions Holding GOVT
# of Institutions
847Shares Held
1.18BCall Options Held
20.5KPut Options Held
773K-
Bank Of America Corp Charlotte, NC424MShares$9.67 Billion0.83% of portfolio
-
Lpl Financial LLC Fort Mill, SC113MShares$2.58 Billion1.09% of portfolio
-
Envestnet Asset Management Inc71.5MShares$1.63 Billion0.55% of portfolio
-
Truist Financial Corp67MShares$1.53 Billion2.45% of portfolio
-
Jpmorgan Chase & CO New York, NY49.4MShares$1.13 Billion0.09% of portfolio