Heritage Wealth Management, LLC INNOVATOR ETFS TR II Transaction History

Heritage Wealth Management, LLC

  • $177 Million
  • Q2 2024

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2022

Aug 15, 2022
SELL
N/A
-52,535 Closed
0 $0
Q3 2021

Nov 10, 2021
BUY
N/A
5,821 Added 12.46%
52,535 $1.27 Million
Q2 2021

Aug 11, 2021
BUY
N/A
9,280 Added 24.79%
46,714 $1.14 Million
Q1 2021

Jul 16, 2021
BUY
N/A
37,434 New
37,434 $907,000
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