Heritage Wealth Management, Inc. /Ca/ EON RESOURCES INC Transaction History

Heritage Wealth Management, Inc. /Ca/

  • $150 Billion
  • Q2 2025
Number of Shares
191,735
Previous 191,735 -0.0%
Holding current value
$9.8 Million
Previous $11.5 Million 14.83%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Feb 11, 2025
BUY
N/A
21,235 Added 12.45%
191,735 $10.5 Million
Q4 2023

Feb 14, 2024
BUY
N/A
170,500 New
170,500 $9.8 Million
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