Heritage Wealth Management, Inc. T ROWE PRICE ETF SMALL MID CAP ETF Transaction History

Heritage Wealth Management, Inc.

  • $341 Billion
  • Q3 2025
Number of Shares
37,413
Previous 23,945 56.25%
Holding current value
$1.32 Billion
Previous $785 Million 67.54%
% of portfolio
0.39%
Previous 0.25%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
BUY
N/A
13,468 Added 56.25%
37,413 $1.32 Billion
Q2 2025

Aug 14, 2025
BUY
N/A
9,074 Added 61.02%
23,945 $785 Million
Q1 2025

Apr 29, 2025
BUY
N/A
5,427 Added 57.47%
14,871 $453 Million
Q4 2024

Feb 05, 2025
BUY
N/A
9,444 New
9,444 $305 Million
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