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 |
|---|---|---|---|---|---|---|---|---|---|
| ABRDN PRECIOUS METALS BASKET | PHYSCL PRECS MET | Liquidated | $0 | 0 | 0.00 | 0.00 | 28 | 100.00 | 12-31-2023 |
| UNITED RENTALS INC | COM | Liquidated | $0 | 0 | 0.00 | 14 | +Inf | 12-31-2023 | |
| MICRON TECHNOLOGY INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -51 | -34.23 | 12-31-2023 |
| FEDEX CORP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -76 | -73.08 | 12-31-2023 |
