Heritage Wealth Management, LLC Proshares S&P 500 Dividend Ari Transaction History
Heritage Wealth Management, LLC
- $177 Million
- Q2 2024
A detailed history of Heritage Wealth Management, LLC transactions in Proshares S&P 500 Dividend Ari stock. As of the latest transaction made, Heritage Wealth Management, LLC holds 3,304 shares of NOBL stock, worth $352,074. This represents 0.18% of its overall portfolio holdings.
Number of Shares
3,304
Previous 3,304
-0.0%
Holding current value
$352,074
Previous $335,000
5.37%
% of portfolio
0.18%
Previous 0.17%
Shares
3 transactions
Others Institutions Holding NOBL
# of Institutions
757Shares Held
59.8MCall Options Held
65.7KPut Options Held
26K-
Morgan Stanley New York, NY11.7MShares$1.25 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC4.33MShares$461 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.01MShares$321 Million0.15% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX2.79MShares$297 Million1.46% of portfolio
-
Wells Fargo & Company San Francisco, CA2.2MShares$234 Million0.05% of portfolio