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

Heritage Wealth Management, Inc.

  • $294 Billion
  • Q1 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 5,961 shares of ARKK stock, worth $444,869. This represents 0.1% of its overall portfolio holdings.

Number of Shares
5,961
Previous 6,189 3.68%
Holding current value
$444,869
Previous $351 Million 19.28%
% of portfolio
0.1%
Previous 0.12%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
725
Shares Held
51.8M
Call Options Held
27M
Put Options Held
17.7M
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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