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

Heritage Wealth Management, Inc.

  • $294 Billion
  • Q1 2025
Number of Shares
14,871
Previous 9,444 57.47%
Holding current value
$453 Million
Previous $305 Million 48.85%
% of portfolio
0.15%
Previous 0.1%

Shares

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