Heritage Wealth Management, LLC Invesco Actively Managed ETF F Transaction History
Heritage Wealth Management, LLC
- $177 Million
- Q2 2024
A detailed history of Heritage Wealth Management, LLC transactions in Invesco Actively Managed ETF F stock. As of the latest transaction made, Heritage Wealth Management, LLC holds 36,829 shares of VRIG stock, worth $924,039. This represents 0.52% of its overall portfolio holdings.
Number of Shares
36,829
Previous 25,129
46.56%
Holding current value
$924,039
Previous $630,000
46.83%
% of portfolio
0.52%
Previous 0.31%
Shares
3 transactions
Others Institutions Holding VRIG
# of Institutions
120Shares Held
29.6MCall Options Held
0Put Options Held
0-
Invesco Ltd. Atlanta, GA8.01MShares$201 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.7MShares$67.7 Million0.03% of portfolio
-
Morgan Stanley New York, NY2.35MShares$59 Million0.0% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.48MShares$37.3 Million0.09% of portfolio
-
Fiduciary Planning LLC Coral Springs, FL999KShares$25.1 Million12.24% of portfolio