Heritage Wealth Management, Inc. Purchases and Sells in Q3 2025

Heritage Wealth Management, Inc.

  • $341 Billion
  • Q3 2025

Top Buys

Incresed Positions

51 operations
Stock Shares change Price Range Shares Held Trade History
37.2K
+ 32.74%
$150.47 - $161.22 $5.6M - $6M
151K $23.2B
26.8K
+ 54.43%
$46.37 - $47.77 $1.24M - $1.28M
76K $3.61B
7.3K
+ 109.02%
$121.81 - $137.24 $889K - $1M
14K $1.85B
4.54K
+ 172.18%
$231.66 - $273.65 $1.05M - $1.24M
7.17K $1.7B
22.4K
+ 84.16%
$33.86 - $35.74 $758K - $800K
49K $1.75B
5.37K
+ 41.87%
N/A
18.2K $1.7B
View all

New Holdings

17 operations
Stock Shares change Price Range Shares Held Trade History
3.46K
New
$108.97 - $121.65 $376K - $420K
3.46K $417M
CAPITAL GROUP MUNI HIGH-INCOME ETF
15.1K
New
N/A
15.1K $383M
2.51K
New
$121.46 - $130.92 $305K - $329K
2.51K $327M
EATON VANCE TOTAL RETURN BOND ETF
6.2K
New
N/A
6.2K $319M
CAPITAL GROUP CORE BOND ETF
11.9K
New
N/A
11.9K $317M
BARRICK MINING CORPORATION COM SHS (CANADA)
9.06K
New
N/A
9.06K $297M
View all

Top Sells

Reduced Positions

94 operations
Stock Shares change Price Range Shares Held Trade History
-19.8K
- 68.87%
$23.13 - $31.07 $458K - $615K
8.95K $222M
-270
- 3.05%
$625.65 - $812.69 $169K - $219K
8.59K $6.56B
-146
- 0.23%
$64.52 - $74.35 $9.42K - $10.9K
63.8K $4.3B
-25
- 0.47%
$457.26 - $524.37 $11.4K - $13.1K
5.24K $2.4B
-50
- 0.45%
$199.29 - $226.27 $9.96K - $11.3K
11.1K $2.27B
-1.81K
- 8.63%
$31.41 - $36.33 $56.7K - $65.6K
19.1K $600M
View all
Activity Summary
Buys All Purchases 68 New Holdings 17 Increased Positions 51 Sells All Sells 94 Reductions 94 Sold out 0 Options Calls 0 Puts 0
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