Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
HERITAGE WEALTH ADVISORS | 05-04-2023 | 03-31-2023 | 584 | 1,795,167,569 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
Zimmer Biomet Holdings Inc | COM | 701 | $5,168 | 40 | 0.00 | 40 | +Inf | 03-31-2023 | |
Texas Pacific Land Corp | COM | 702 | $5,103 | 3 | 0.00 | 3 | +Inf | 03-31-2023 | |
Mayne Pharma Group Ltd | COM | 703 | $5,023 | 2,000 | 0.00 | 2,000 | +Inf | 03-31-2023 | |
Veeva Systems Inc | COM | 704 | $4,962 | 27 | 0.00 | 27 | +Inf | 03-31-2023 |