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 $338,329. This represents 0.18% of its overall portfolio holdings.

Number of Shares
3,304
Previous 3,304 -0.0%
Holding current value
$338,329
Previous $335,000 5.37%
% of portfolio
0.18%
Previous 0.17%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 06, 2024
SELL
$84.12 - $95.33 $277,932 - $314,970
-3,304 Reduced 50.0%
3,304 $314,000
Q4 2022

Feb 13, 2023
BUY
$80.62 - $95.15 $266,368 - $314,375
3,304 Added 100.0%
6,608 $594,000
Q1 2021

Jul 16, 2021
BUY
$78.24 - $86.95 $258,504 - $287,282
3,304 New
3,304 $285,000

Others Institutions Holding NOBL

# of Institutions
848
Shares Held
64.2M
Call Options Held
38.6K
Put Options Held
9.6K
View Full List

About PROSHARES S&P 500 DIVIDEND ARI

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