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 |
|---|---|---|---|---|---|---|---|---|---|
| BANK AMERICA CORP | COM | Liquidated | $0 | 0 | 0.00 | 0.01 | 474 | 57.66 | 12-31-2023 |
| NORFOLK SOUTHN CORP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 104 | 148.57 | 12-31-2023 |
| BIOGEN INC | COM | Liquidated | $0 | 0 | 0.00 | 154 | +Inf | 12-31-2023 | |
| EXPEDIA GROUP INC | COM NEW | Liquidated | $0 | 0 | 0.00 | 0.01 | 243 | 100.00 | 12-31-2023 |
