Heritage Wealth Partners, LLC Zacks Tr Earnings Constant Por Transaction History
Heritage Wealth Partners, LLC
- $85 Billion
- Q3 2024
A detailed history of Heritage Wealth Partners, LLC transactions in Zacks Tr Earnings Constant Por stock. As of the latest transaction made, Heritage Wealth Partners, LLC holds 8,410 shares of ZECP stock, worth $263,569. This represents 0.31% of its overall portfolio holdings.
Number of Shares
8,410Holding current value
$263,569% of portfolio
0.31%Shares
1 transactions
Others Institutions Holding ZECP
# of Institutions
35Shares Held
4.29MCall Options Held
0Put Options Held
0-
Menard Financial Group LLC Houston, TX1.13MShares$35.4 Million23.88% of portfolio
-
Advisory Services Network, LLC741KShares$23.2 Million0.47% of portfolio
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Kowal Investment Group, LLC Waukesha, WI488KShares$15.3 Million2.8% of portfolio
-
Axxcess Wealth Management, LLC Carlsbad, CA277KShares$8.67 Million0.22% of portfolio
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Arete Wealth Advisors, LLC Chicago, IL259KShares$8.11 Million0.68% of portfolio