Heritage Wealth Management, LLC Vanguard Extended Duration Tre Transaction History

Heritage Wealth Management, LLC

$177 Million
Q2 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 13, 2023	BUY	$74.24 - $94.96 $136,750 - $174,916	1,842 New	1,842 $152,000

Others Institutions Holding EDV

# of Institutions

197

Shares Held

15.7M

Call Options Held

416K

Put Options Held

422K

Envestnet Asset Management Inc

1.03M
Shares

$73.3 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

1.01M
Shares

$71.4 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

902K
Shares

$63.9 Million
0.02% of portfolio
River Front Investment Group, LLC Richmond, VA

891K
Shares

$63.1 Million
1.71% of portfolio
Mirae Asset Global Investments Co., Ltd.

876K
Shares

$62 Million
0.31% of portfolio

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