Number of Shares
200
Previous 245 18.37%
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
Q4 2024

Feb 11, 2025

SELL
N/A
-45 Reduced 18.37%
200 $0
Q3 2022

Nov 10, 2022

BUY
N/A
200 Added 444.44%
245 $0
Q4 2020

Feb 01, 2021

BUY
N/A
45 New
45 $0
Track This Portfolio

Track Heritage Wealth Advisors Portfolio

Follow Heritage Wealth Advisors 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 Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Advisors with notifications on news.