Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HERITAGE WEALTH ADVISORS | 05-08-2024 | 03-31-2024 | 551 | 2,183,939,536 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ZIMVIE ORD WI | ORD SHS | 101 | $1,169,918 | 6,914 | 0.00 | 0.00 | 6,910 | 172750.00 | 03-31-2024 |
| Ishares Tr Russell | ETF | 102 | $1,155,000 | 4,010 | 0.00 | 0.00 | -390 | -8.86 | 03-31-2024 |
| Coca Cola Company | COM | 103 | $1,134,536 | 18,544 | 0.00 | 0.00 | -1,074 | -5.47 | 03-31-2024 |
| Public Storage | COM | 104 | $1,123,983 | 6,639 | 0.00 | 6,639 | +Inf | 03-31-2024 |
