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

Heritage Wealth Management, Inc.

  • $309 Billion
  • Q2 2025
Number of Shares
23,945
Previous 14,871 61.02%
Holding current value
$785 Million
Previous $453 Million 73.28%
% of portfolio
0.25%
Previous 0.15%

Shares

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