Heritage Family Offices, LLP JACOBS SOLUTIONS INC Transaction History

Heritage Family Offices, LLP

  • $200 Billion
  • Q4 2024
Number of Shares
14,912
Previous 9,580 55.66%
Holding current value
$1.99 Billion
Previous $1.25 Billion 58.89%
% of portfolio
0.99%
Previous 0.65%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025
BUY
N/A
5,332 Added 55.66%
14,912 $1.99 Billion
Q3 2024

Oct 16, 2024
SELL
N/A
-31 Reduced 0.32%
9,580 $1.25 Billion
Q2 2024

Aug 01, 2024
BUY
N/A
9,611 New
9,611 $1.34 Billion
Track This Portfolio

Track Heritage Family Offices, LLP Portfolio

Follow Heritage Family Offices, LLP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Family Offices, LLP, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Family Offices, LLP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email