Heritage Wealth Management, Inc. /Ca/ Ssga Active Trust Transaction History

Heritage Wealth Management, Inc. /Ca/

$149 Billion
Q3 2025

A detailed history of Heritage Wealth Management, Inc. /Ca/ transactions in Ssga Active Trust stock. As of the latest transaction made, Heritage Wealth Management, Inc. /Ca/ holds 45,999 shares of SRLN stock, worth $1.9 Million. This represents 1.28% of its overall portfolio holdings.

Number of Shares

45,999

Previous 43,815 4.98%

Holding current value

$1.9 Million

Previous $1.82 Billion 4.96%

% of portfolio

1.28%

Previous 1.22%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 05, 2025	BUY	$41.28 - $41.65 $90,155 - $90,963	2,184 Added 4.98%	45,999 $1.91 Billion
Q2 2025 Jul 28, 2025	BUY	$39.47 - $41.59 $81,979 - $86,382	2,077 Added 4.98%	43,815 $1.82 Billion
Q1 2025 Apr 30, 2025	SELL	$41.02 - $41.99 $43,891 - $44,929	-1,070 Reduced 2.5%	41,738 $1.72 Billion
Q4 2024 Feb 11, 2025	BUY	$41.48 - $42.08 $613,530 - $622,405	14,791 Added 52.79%	42,808 $1.79 Billion
Q3 2024 Oct 18, 2024	BUY	$40.93 - $41.85 $10,068 - $10,295	246 Added 0.89%	28,017 $1.17 Billion

Q2 2024 Jul 25, 2024	BUY	$41.68 - $42.09 $101,032 - $102,026	2,424 Added 9.56%	27,771 $1.16 Billion
Q1 2024 May 06, 2024	BUY	$41.64 - $42.11 $64,417 - $65,144	1,547 Added 6.5%	25,347 $1.07 Billion
Q4 2023 Feb 14, 2024	BUY	$41.29 - $41.98 $982,702 - $999,123	23,800 New	23,800 $998 Million

Others Institutions Holding SRLN

# of Institutions

575

Shares Held

128M

Call Options Held

29.2K

Put Options Held

6.9K

View Full List

About SSGA ACTIVE TRUST

Ticker SRLN
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Heritage Wealth Management, Inc. /Ca/ Ssga Active Trust Transaction History