Heritage Wealth Management, Inc. Alps ETF Tr Intl Sector Divid Transaction History
Heritage Wealth Management, Inc.
- $360 Billion
- Q4 2025
A detailed history of Heritage Wealth Management, Inc. transactions in Alps ETF Tr Intl Sector Divid stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 7,273 shares of IDOG stock, worth $275,210. This represents 0.08% of its overall portfolio holdings.
Number of Shares
7,273
Previous 7,756
6.23%
Holding current value
$275,210
Previous $276 Million
1.57%
% of portfolio
0.08%
Previous 0.08%
Shares
3 transactions
Others Institutions Holding IDOG
# of Institutions
73Shares Held
7.82MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.26MShares$47.9 Million0.0% of portfolio
-
Avantax Planning Partners, Inc.965KShares$36.5 Million1.0% of portfolio
-
Cetera Investment Advisers Schaumburg, IL906KShares$34.3 Million0.04% of portfolio
-
Avantax Advisory Services, Inc.809KShares$30.6 Million0.16% of portfolio
-
Del Sette Capital Management, LLC405KShares$15.3 Million9.59% of portfolio