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

Heritage Wealth Management, Inc.

  • $294 Billion
  • Q1 2025

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 81,620 shares of SMIG stock, worth $2.26 Million. This represents 0.79% of its overall portfolio holdings.

Number of Shares
81,620
Previous 79,620 2.51%
Holding current value
$2.26 Million
Previous $2.32 Billion 0.5%
% of portfolio
0.79%
Previous 0.77%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025
BUY
$27.88 - $30.57 $55,760 - $61,140
2,000 Added 2.51%
81,620 $2.33 Billion
Q4 2024

Feb 05, 2025
BUY
$28.96 - $31.91 $151,171 - $166,570
5,220 Added 7.02%
79,620 $2.32 Billion
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
51
Shares Held
15.1M
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
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