Heritage Wealth Management, Inc. /Ca/ Spdr Nuveen Bloomberg Short Te Transaction History
Heritage Wealth Management, Inc. /Ca/
- $141 Billion
- Q3 2024
A detailed history of Heritage Wealth Management, Inc. /Ca/ transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Heritage Wealth Management, Inc. /Ca/ holds 8,849 shares of SHM stock, worth $420,150. This represents 0.3% of its overall portfolio holdings.
Number of Shares
8,849
Previous 8,379
5.61%
Holding current value
$420,150
Previous $395 Million
7.74%
% of portfolio
0.3%
Previous 0.29%
Shares
4 transactions
Others Institutions Holding SHM
# of Institutions
446Shares Held
78.3MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC15.9MShares$754 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA8.46MShares$402 Million0.1% of portfolio
-
Envestnet Asset Management Inc5.88MShares$279 Million0.09% of portfolio
-
Goldman Sachs Group Inc New York, NY5.78MShares$274 Million0.05% of portfolio
-
Morgan Stanley New York, NY5.58MShares$265 Million0.02% of portfolio