Heritage Wealth Management, LLC Principal ETF Principal Millen 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
$32.89 - $40.76 $14,800 - $18,342
450 Added 100.0%
900 $34,000
Q3 2022

Nov 14, 2022
BUY
N/A
450 New
450 $15,000

Others Institutions Holding GENY

# of Institutions
1
Shares Held
847
Call Options Held
0
Put Options Held
0
View Full List

About PRINCIPAL ETF PRINCIPAL MILLEN

GENY Quotes by TradingView
  • Ticker GENY
  • Sector ETFs
  • Industry ETFs
More about GENY
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