Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HERITAGE WEALTH PARTNERS LLC | 04-25-2024 | 03-31-2024 | 44 | 48,996,670 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P500 ETF | 1 | $8,723,663 | 18,264 | 0.02 | 0.02 | 0 | 0.00 | 03-31-2024 |
| INVESCO QQQ TR | UNIT SER 1 | 2 | $4,592,848 | 11,215 | 0.01 | 0.01 | 0 | 0.00 | 03-31-2024 |
| APPLE INC | COM | 3 | $3,067,708 | 15,934 | 0.01 | 0.01 | 0 | 0.00 | 03-31-2024 |
| MICROSOFT CORP | COM | 4 | $2,727,571 | 7,253 | 0.01 | 0.01 | 0 | 0.00 | 03-31-2024 |
