A detailed history of Heritage Wealth Management, Inc. transactions in Alps ETF Tr Disruptive Technol stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 5,000 shares of DTEC stock, worth $227,750. This represents 0.07% of its overall portfolio holdings.

Number of Shares
5,000
Previous 5,000 -0.0%
Holding current value
$227,750
Previous $210 Million 5.5%
% of portfolio
0.07%
Previous 0.07%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Sep 09, 2024

BUY
$38.81 - $42.9 $194,050 - $214,500
5,000 New
5,000 $210 Million

Others Institutions Holding DTEC

About ALPS ETF TR DISRUPTIVE TECHNOL


  • Ticker DTEC
  • Sector ETFs
  • Industry ETFs
More about DTEC
Track This Portfolio

Track Heritage Wealth Management, Inc. Portfolio

Follow Heritage Wealth Management, Inc. 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., based on Form 13F filings with the SEC.

News

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