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 |
|---|---|---|---|---|---|---|---|---|---|
| DARDEN RESTAURANTS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.01 | 280 | 100.00 | 12-31-2023 |
| UNITED STS OIL FD LP | UNITS | Liquidated | $0 | 0 | 0.00 | 0.01 | 546 | 100.00 | 12-31-2023 |
| WISDOMTREE TR | FUTRE STRAT FD | Liquidated | $0 | 0 | 0.00 | 0.01 | 1,213 | 100.00 | 12-31-2023 |
| MARRIOTT VACATIONS WORLDWIDE | COM | Liquidated | $0 | 0 | 0.00 | 0.01 | 283 | 100.00 | 12-31-2023 |
