Heritage Wealth Management, Inc. Principal Spectrum Pfd Secs Ac Transaction History
Heritage Wealth Management, Inc.
- $301 Billion
- Q4 2024
A detailed history of Heritage Wealth Management, Inc. transactions in Principal Spectrum Pfd Secs Ac stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 25,300 shares of PREF stock, worth $473,869. This represents 0.16% of its overall portfolio holdings.
Number of Shares
25,300Holding current value
$473,869% of portfolio
0.16%Shares
1 transactions
Others Institutions Holding PREF
# of Institutions
108Shares Held
43.1MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8MShares$150 Million0.01% of portfolio
-
Ubs Group Ag6.52MShares$122 Million0.03% of portfolio
-
Morgan Stanley New York, NY5.29MShares$99 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA4.98MShares$93.2 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.76MShares$33 Million0.01% of portfolio