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 |
|---|---|---|---|---|---|---|---|---|---|
| SPDR GOLD TR | GOLD SHS | 51 | $1,891,436 | 9,894 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 52 | $1,829,309 | 5,129 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| AMAZON COM INC | COM | 53 | $1,818,874 | 11,971 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ALPHABET INC | CAP STK CL A | 54 | $1,715,673 | 12,282 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
