Heritage Wealth Advisors CALVERT US LRG CAP RESPO INDX ETF Transaction History

Heritage Wealth Advisors

  • $2.19 Billion
  • Q3 2025
Number of Shares
4,876
Previous 5,276 7.58%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
SELL
N/A
-400 Reduced 7.58%
4,876 $0
Q2 2025

Aug 11, 2025
BUY
N/A
1,472 Added 38.7%
5,276 $0
Q1 2025

May 08, 2025
BUY
N/A
3,804 New
3,804 $0
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