Heritage Wealth Management, Inc. Alps ETF Tr Intl Sector Divid Transaction History
Heritage Wealth Management, Inc.
- $341 Billion
- Q3 2025
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 7,756 shares of IDOG stock, worth $293,487. This represents 0.08% of its overall portfolio holdings.
Number of Shares
7,756
Previous 7,756
-0.0%
Holding current value
$293,487
Previous $263 Million
4.95%
% of portfolio
0.08%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding IDOG
# of Institutions
71Shares Held
7.84MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.26MShares$47.9 Million0.0% of portfolio
-
Avantax Planning Partners, Inc.965KShares$36.5 Million1.0% of portfolio
-
Cetera Investment Advisers Schaumburg, IL906KShares$34.3 Million0.04% of portfolio
-
Avantax Advisory Services, Inc.809KShares$30.6 Million0.16% of portfolio
-
Del Sette Capital Management, LLC405KShares$15.3 Million9.59% of portfolio