Heritage Wealth Management, Inc. Ark ETF Tr Innovation ETF (De) Transaction History

Heritage Wealth Management, Inc.

  • $341 Billion
  • Q3 2025

A detailed history of Heritage Wealth Management, Inc. transactions in Ark ETF Tr Innovation ETF (De) stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 5,903 shares of ARKK stock, worth $454,058. This represents 0.15% of its overall portfolio holdings.

Number of Shares
5,903
Previous 5,963 1.01%
Holding current value
$454,058
Previous $419 Million 21.54%
% of portfolio
0.15%
Previous 0.14%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
SELL
$68.94 - $86.3 $4,136 - $5,178
-60 Reduced 1.01%
5,903 $509 Million
Q2 2025

Aug 14, 2025
BUY
$40.51 - $71.03 $81 - $142
2 Added 0.03%
5,963 $419 Million
Q1 2025

Apr 29, 2025
SELL
$47.25 - $67.02 $10,773 - $15,280
-228 Reduced 3.68%
5,961 $284 Million
Q3 2024

Oct 31, 2024
SELL
$39.47 - $49.4 $4,736 - $5,928
-120 Reduced 1.9%
6,189 $294 Million
Q2 2024

Sep 09, 2024
BUY
$42.0 - $49.24 $264,978 - $310,655
6,309 New
6,309 $290 Million

Others Institutions Holding ARKK

# of Institutions
832
Shares Held
56.9M
Call Options Held
26.2M
Put Options Held
50.5M
View Full List

About ARK ETF TR INNOVATION ETF (DE)

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