Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HERITAGE WEALTH MANAGEMENT LLC | 04-25-2024 | 03-31-2024 | 177 | 196,351,997 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ALCON AG | ORD SHS | 101 | $773,772 | 9,290 | 0.00 | 0.00 | -271 | -2.83 | 03-31-2024 |
| MEDTRONIC PLC | SHS | 102 | $762,993 | 8,755 | 0.00 | 0.00 | -228 | -2.54 | 03-31-2024 |
| DEERE & CO | COM | 103 | $762,933 | 1,857 | 0.00 | 0.00 | -29 | -1.54 | 03-31-2024 |
| ABBOTT LABS | COM | 104 | $759,858 | 6,685 | 0.00 | 0.00 | -131 | -1.92 | 03-31-2024 |
