Heritage Wealth Management, LLC Invesco S&P Smallcap Consumer 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	$71.29 - $84.76 $8,055 - $9,577	113 Added 100.0%	226 $17,000
Q2 2021 Aug 11, 2021	BUY	$109.15 - $125.16 $12,333 - $14,143	113 New	113 $13,000

Others Institutions Holding PSCD

# of Institutions

29

Shares Held

76.2K

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

13.7K
Shares

$1.26 Million
0.0% of portfolio
Tower Research Capital LLC (Trc) New York, NY

10.8K
Shares

$994,535
0.02% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

9.38K
Shares

$861,183
0.0% of portfolio
Raymond James Financial Inc St. Petersburg, FL

5.22K
Shares

$479,588
0.0% of portfolio
Cambridge Investment Research Advisors, Inc.

4.67K
Shares

$428,617
0.0% of portfolio

About INVESCO S&P SMALLCAP CONSUMER

Ticker PSCD
Sector ETFs
Industry ETFs

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