Heritage Wealth Management, Inc. Alps ETF Tr Intl Sector Divid Transaction History
Heritage Wealth Management, Inc.
- $305 Billion
- Q3 2024
A detailed history of Heritage Wealth Management, Inc. transactions in Alps ETF Tr Intl Sector Divid stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 7,908 shares of IDOG stock, worth $236,607. This represents 0.08% of its overall portfolio holdings.
Number of Shares
7,908
Previous 7,908
-0.0%
Holding current value
$236,607
Previous $241 Million
4.55%
% of portfolio
0.08%
Previous 0.08%
Shares
1 transactions
Others Institutions Holding IDOG
# of Institutions
56Shares Held
6.04MCall Options Held
0Put Options Held
0-
Avantax Planning Partners, Inc.1.23MShares$36.7 Million1.17% of portfolio
-
Morgan Stanley New York, NY991KShares$29.7 Million0.0% of portfolio
-
Avantax Advisory Services, Inc.580KShares$17.4 Million0.12% of portfolio
-
Bank Of America Corp Charlotte, NC504KShares$15.1 Million0.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN461KShares$13.8 Million0.0% of portfolio