Heritage Wealth Management, LLC Proshares Trust Proshares He Transaction History

Heritage Wealth Management, LLC

$177 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 11, 2021	SELL	$51.07 - $52.63 $9,805 - $10,104	-192 Closed	0 $0
Q1 2021 Jul 16, 2021	BUY	$49.86 - $52.73 $9,573 - $10,124	192 New	192 $10,000

Others Institutions Holding HDG

# of Institutions

13

Shares Held

259K

Call Options Held

0

Put Options Held

0

Personal Cfo Solutions, LLC

90.3K
Shares

$4.55 Million
0.64% of portfolio
Raymond James & Associates St Petersburg, FL

37.3K
Shares

$1.88 Million
0.0% of portfolio
Morgan Stanley New York, NY

36.7K
Shares

$1.85 Million
0.0% of portfolio
Comprehensive Wealth Management, LLC Lynnwood, WA

33.6K
Shares

$1.69 Million
1.11% of portfolio
Ameriprise Financial Inc Minneapolis, MN

29.4K
Shares

$1.48 Million
0.0% of portfolio

About PROSHARES TRUST - PROSHARES HE

Ticker HDG
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