Heritage Wealth Management, Inc. Global X Fds Us Infrastructure Transaction History
Heritage Wealth Management, Inc.
- $341 Billion
- Q3 2025
A detailed history of Heritage Wealth Management, Inc. transactions in Global X Fds Us Infrastructure stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 6,125 shares of PAVE stock, worth $287,813. This represents 0.09% of its overall portfolio holdings.
Number of Shares
6,125
Previous 6,125
-0.0%
Holding current value
$287,813
Previous $267 Million
9.29%
% of portfolio
0.09%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding PAVE
# of Institutions
685Shares Held
145MCall Options Held
51.6KPut Options Held
0-
Bank Of America Corp Charlotte, NC24.3MShares$1.14 Billion0.08% of portfolio
-
Bank Of Montreal Toronto, A623.8MShares$1.12 Billion0.49% of portfolio
-
Morgan Stanley New York, NY9.93MShares$467 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.29MShares$342 Million0.11% of portfolio
-
Harel Insurance Investments & Financial Services Ltd.4.54MShares$214 Million1.94% of portfolio