Heritage Wealth Management, Inc. /Ca/ Ssga Active Trust Transaction History

Heritage Wealth Management, Inc. /Ca/

  • $132 Billion
  • Q1 2024

A detailed history of Heritage Wealth Management, Inc. /Ca/ transactions in Ssga Active Trust stock. As of the latest transaction made, Heritage Wealth Management, Inc. /Ca/ holds 25,347 shares of SRLN stock, worth $1.05 Million. This represents 0.81% of its overall portfolio holdings.

Number of Shares
25,347
Previous 23,800 6.5%
Holding current value
$1.05 Million
Previous $998 Million 6.96%
% of portfolio
0.81%
Previous 0.8%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 06, 2024
BUY
$41.64 - $42.11 $64,417 - $65,144
1,547 Added 6.5%
25,347 $1.07 Billion
Q4 2023

Feb 14, 2024
BUY
$41.29 - $41.98 $982,702 - $999,123
23,800 New
23,800 $998 Million

Others Institutions Holding SRLN

# of Institutions
505
Shares Held
101M
Call Options Held
25.3K
Put Options Held
518K
View Full List

About SSGA ACTIVE TRUST

SRLN Quotes by TradingView
  • Ticker SRLN
  • Sector ETFs
  • Industry ETFs
More about SRLN
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