Heritage Wealth Management, LLC Ishares Tr Transaction History

Heritage Wealth Management, LLC

  • $177 Million
  • Q2 2024

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 13, 2023
BUY
$99.29 - $105.6 $12,808 - $13,622
129 Added 100.0%
258 $26,000
Q1 2022

Aug 15, 2022
BUY
$112.53 - $120.52 $14,516 - $15,547
129 New
129 $15,000

Others Institutions Holding GBF

# of Institutions
76
Shares Held
1.74M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR

GBF Quotes by TradingView
  • Ticker GBF
  • Sector ETFs
  • Industry ETFs
More about GBF
Track This Portfolio

Track Heritage Wealth Management, LLC Portfolio

Follow Heritage Wealth Management, LLC 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, LLC, based on Form 13F filings with the SEC.

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email