Heritage Wealth Management, Inc. CANADIAN PACIFIC KANSAS CITY CANADA Transaction History

Heritage Wealth Management, Inc.

  • $305 Billion
  • Q3 2024
Number of Shares
7,508
Previous 7,623 1.51%
Holding current value
$642 Million
Previous $612 Million 5.02%
% of portfolio
0.21%
Previous 0.2%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
SELL
N/A
-115 Reduced 1.51%
7,508 $642 Million
Q2 2024

Sep 09, 2024
BUY
N/A
7,623 New
7,623 $612 Million
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