Heritage Wealth Management, Inc. Principal Spectrum Pfd Secs Ac Transaction History
Heritage Wealth Management, Inc.
- $341 Billion
- Q3 2025
A detailed history of Heritage Wealth Management, Inc. transactions in Principal Spectrum Pfd Secs Ac stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 25,882 shares of PREF stock, worth $493,828. This represents 0.15% of its overall portfolio holdings.
Number of Shares
25,882
Previous 25,300
2.3%
Holding current value
$493,828
Previous $480 Million
3.22%
% of portfolio
0.15%
Previous 0.16%
Shares
2 transactions
Others Institutions Holding PREF
# of Institutions
133Shares Held
56.5MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC10.7MShares$205 Million0.01% of portfolio
-
Ubs Group Ag7.08MShares$135 Million0.02% of portfolio
-
Morgan Stanley New York, NY6.59MShares$126 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA3.59MShares$68.5 Million0.01% of portfolio
-
Royal Bank Of Canada Toronto, A63.11MShares$59.3 Million0.01% of portfolio