Heritage Wealth Partners, LLC SCHWAB STRATEGIC TR Transaction History

Heritage Wealth Partners, LLC

  • $79.7 Billion
  • Q4 2024
Number of Shares
17,739
Holding current value
$403 Million
% of portfolio
0.51%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 13, 2025
BUY
N/A
17,739 New
17,739 $403 Million
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