Heritage Wealth Management, Inc. LINDE PLC SHS IRELAND Transaction History

Heritage Wealth Management, Inc.

  • $294 Billion
  • Q1 2025
Number of Shares
916
Previous 916 -0.0%
Holding current value
$427 Million
Previous $384 Million 11.22%
% of portfolio
0.15%
Previous 0.13%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
SELL
N/A
-165 Reduced 15.26%
916 $437 Million
Q2 2024

Sep 09, 2024
BUY
N/A
1,081 New
1,081 $471 Million
Track This Portfolio

Track Heritage Wealth Management, Inc. Portfolio

Follow Heritage Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email