Heritage Wealth Partners, LLC Purchases and Sells in Q3 2024

Heritage Wealth Partners, LLC

$85 Billion
Q3 2024

Top Buys

Incresed Positions

23 operations

Stock	Shares change	Price Range	Shares Held	Trade History
UAUG	52.6K + 293.52%	$33.02 - $35.03 $1.74M - $1.84M	70.5K $2.47B
IEF	18.6K + 305.28%	$92.67 - $99.14 $1.72M - $1.84M	24.6K $2.42B
GLD	5.05K + 43.65%	$215.56 - $246.98 $1.09M - $1.25M	16.6K $4.04B
BIL	10.4K + 53.65%	$91.42 - $91.82 $950K - $954K	29.8K $2.73B
UNH	1K + 130.56%	$488.01 - $604.18 $490K - $607K	1.77K $1.04B
XLK	620 + 26.44%	$197.34 - $237.68 $122K - $147K	2.97K $669M

New Holdings

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ZROZ	76.7K New	$72.41 - $86.76 $5.55M - $6.65M	76.7K $6.32B
BJUL	69.7K New	$40.26 - $43.68 $2.8M - $3.04M	69.7K $3.04B
VB	11.4K New	$214.77 - $237.72 $2.44M - $2.7M	11.4K $2.69B
VHT	4.42K New	$261.88 - $288.1 $1.16M - $1.27M	4.42K $1.25B
XLU	13K New	$67.67 - $80.78 $882K - $1.05M	13K $1.05B
TSLA	2.59K New	$191.76 - $263.26 $497K - $682K	2.59K $678M

Top Sells

Reduced Positions

26 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	-3.88K - 23.43%	$520.18 - $576.82 $2.02M - $2.24M	12.7K $7.3B
QQQ	-3.37K - 25.12%	$434.77 - $502.96 $1.47M - $1.7M	10.1K $4.91B
GOOG	-1.91K - 29.75%	$149.54 - $192.66 $286K - $368K	4.51K $754M
DIA	-1.72K - 14.96%	$386.81 - $423.12 $664K - $726K	9.76K $4.13B
NFLX	-559 - 41.94%	$598.55 - $722.26 $335K - $404K	774 $549M
LLY	-364 - 27.23%	$772.14 - $960.02 $281K - $349K	973 $862M

Activity Summary All Purchases 36 New Holdings 13 Increased Positions 23 All Sells 26 Reductions 26 Sold out 0 Calls 0 Puts 0

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