Heritage Wealth Management, Inc. Proshares Tr Russell 2000 Divi Transaction History

Heritage Wealth Management, Inc.

  • $305 Billion
  • Q3 2024

A detailed history of Heritage Wealth Management, Inc. transactions in Proshares Tr Russell 2000 Divi stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 4,422 shares of SMDV stock, worth $301,713. This represents 0.1% of its overall portfolio holdings.

Number of Shares
4,422
Previous 4,817 8.2%
Holding current value
$301,713
Previous $294 Million 4.16%
% of portfolio
0.1%
Previous 0.1%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
SELL
$61.04 - $71.27 $24,110 - $28,151
-395 Reduced 8.2%
4,422 $306 Million
Q2 2024

Sep 09, 2024
BUY
$59.31 - $65.34 $285,696 - $314,742
4,817 New
4,817 $294 Million

Others Institutions Holding SMDV

# of Institutions
139
Shares Held
5.71M
Call Options Held
10.3K
Put Options Held
0
View Full List

About PROSHARES TR RUSSELL 2000 DIVI

SMDV Quotes by TradingView
  • Ticker SMDV
  • Sector ETFs
  • Industry ETFs
More about SMDV
Track This Portfolio

Track Heritage Wealth Management, Inc. Portfolio

Follow Heritage Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email