Heritage Wealth Management, Inc. ETF Ser Solutions Aam Bahl Gay Transaction History

Heritage Wealth Management, Inc.

  • $305 Billion
  • Q3 2024

A detailed history of Heritage Wealth Management, Inc. transactions in ETF Ser Solutions Aam Bahl Gay stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 74,400 shares of SMIG stock, worth $2.18 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares
74,400
Previous 74,400 -0.0%
Holding current value
$2.18 Million
Previous $1.95 Billion 11.64%
% of portfolio
0.71%
Previous 0.65%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Sep 09, 2024
BUY
$25.45 - $27.07 $1.89 Million - $2.01 Million
74,400 New
74,400 $1.95 Billion

Others Institutions Holding SMIG

# of Institutions
33
Shares Held
8.99M
Call Options Held
0
Put Options Held
0
View Full List

About ETF SER SOLUTIONS AAM BAHL GAY

SMIG Quotes by TradingView
  • Ticker SMIG
  • Sector ETFs
  • Industry ETFs
More about SMIG
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