Heritage Wealth Management, Inc. /Ca/ Ark ETF Tr Innovation ETF (De) Transaction History

Heritage Wealth Management, Inc. /Ca/

  • $141 Billion
  • Q3 2024

A detailed history of Heritage Wealth Management, Inc. /Ca/ transactions in Ark ETF Tr Innovation ETF (De) stock. As of the latest transaction made, Heritage Wealth Management, Inc. /Ca/ holds 6,686 shares of ARKK stock, worth $395,476. This represents 0.23% of its overall portfolio holdings.

Number of Shares
6,686
Previous 6,544 2.17%
Holding current value
$395,476
Previous $288 Million 10.49%
% of portfolio
0.23%
Previous 0.21%

Shares

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

Oct 18, 2024
BUY
$39.47 - $49.4 $5,604 - $7,014
142 Added 2.17%
6,686 $318 Million
Q2 2024

Jul 25, 2024
SELL
$42.0 - $49.24 $55,566 - $65,144
-1,323 Reduced 16.82%
6,544 $288 Million
Q1 2024

May 06, 2024
SELL
$45.2 - $51.64 $17,989 - $20,552
-398 Reduced 4.82%
7,867 $394 Million
Q4 2023

Feb 14, 2024
BUY
$34.1 - $54.26 $281,836 - $448,458
8,265 New
8,265 $433 Million

Others Institutions Holding ARKK

# of Institutions
676
Shares Held
50.3M
Call Options Held
16.1M
Put Options Held
16.3M
View Full List

About ARK ETF TR INNOVATION ETF (DE)

ARKK Quotes by TradingView
  • Ticker ARKK
  • Sector ETFs
  • Industry ETFs
More about ARKK
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