Heritage Wealth Management, Inc. Alps ETF Tr Intl Sector Divid Transaction History
Heritage Wealth Management, Inc.
- $294 Billion
- Q1 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 7,908 shares of IDOG stock, worth $280,259. This represents 0.09% of its overall portfolio holdings.
Number of Shares
7,908
Previous 7,908
-0.0%
Holding current value
$280,259
Previous $228 Million
9.6%
% of portfolio
0.09%
Previous 0.08%
Shares
1 transactions
Others Institutions Holding IDOG
# of Institutions
63Shares Held
6.14MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.05MShares$37.2 Million0.0% of portfolio
-
Avantax Planning Partners, Inc.1MShares$35.5 Million1.13% of portfolio
-
Avantax Advisory Services, Inc.766KShares$27.1 Million0.15% of portfolio
-
Del Sette Capital Management, LLC431KShares$15.3 Million11.29% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO354KShares$12.5 Million0.18% of portfolio