Heritage Wealth Architects, Inc. MFS ACTIVE EXCHANGE TRADED F Transaction History

Heritage Wealth Architects, Inc.

  • $214 Billion
  • Q4 2025
Number of Shares
30,481
Previous 20,186 51.0%
Holding current value
$950 Million
Previous $596 Million 59.28%
% of portfolio
0.44%
Previous 0.37%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 26, 2026
BUY
N/A
10,295 Added 51.0%
30,481 $950 Million
Q3 2025

Oct 02, 2025
BUY
N/A
5,870 Added 41.0%
20,186 $596 Million
Q2 2025

Jul 09, 2025
BUY
N/A
14,316 New
14,316 $407 Million
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