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

Heritage Wealth Management, Inc. /Ca/

  • $139 Billion
  • Q4 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 42,808 shares of SRLN stock, worth $1.76 Million. This represents 1.29% of its overall portfolio holdings.

Number of Shares
42,808
Previous 28,017 52.79%
Holding current value
$1.76 Million
Previous $1.17 Billion 52.68%
% of portfolio
1.29%
Previous 0.83%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
BUY
$41.48 - $42.08 $613,530 - $622,405
14,791 Added 52.79%
42,808 $1.79 Billion
Q3 2024

Oct 18, 2024
BUY
$40.93 - $41.85 $10,068 - $10,295
246 Added 0.89%
28,017 $1.17 Billion
Q2 2024

Jul 25, 2024
BUY
$41.68 - $42.09 $101,032 - $102,026
2,424 Added 9.56%
27,771 $1.16 Billion
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
571
Shares Held
140M
Call Options Held
48.3K
Put Options Held
48.7K
View Full List

About SSGA ACTIVE TRUST

SRLN Quotes by TradingView
  • Ticker SRLN
  • Sector ETFs
  • Industry ETFs
More about SRLN
Track This Portfolio

Track Heritage Wealth Management, Inc. /Ca/ Portfolio

Follow Heritage Wealth Management, Inc. /Ca/ and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Wealth Management, Inc. /Ca/, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Management, Inc. /Ca/ with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email