Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
HERITAGE WEALTH MANAGEMENT INC /CA/ 07-25-2024 06-30-2024 120 136,280,506
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
SPDR S&P 500 ETF TR TR UNIT 1 $23,773,152 43,683 0.02 0.02 -2,886 -6.20 06-30-2024
AMERICAN CENTY ETF TR US LARGE CAP VLU 2 $12,281,556 195,442 0.01 0.01 8,333 4.45 06-30-2024
SCHWAB STRATEGIC TR US LCAP GR ETF 3 $9,215,756 91,390 0.01 0.01 2,476 2.78 06-30-2024
APPLE INC COM 4 $6,710,985 31,863 0.00 0.00 -176 -0.55 06-30-2024
logo   

Please upgrade to premium to see all results. Signup if you don't have an account.

Login Signup
Debug Info- Version: 2.6