Heritage Wealth Management, Inc. /Ca/ Ishares U.S. Treasury Bond ETF Transaction History
Heritage Wealth Management, Inc. /Ca/
- $149 Billion
- Q3 2025
A detailed history of Heritage Wealth Management, Inc. /Ca/ transactions in Ishares U.S. Treasury Bond ETF stock. As of the latest transaction made, Heritage Wealth Management, Inc. /Ca/ holds 80,681 shares of GOVT stock, worth $1.86 Million. This represents 1.25% of its overall portfolio holdings.
Number of Shares
80,681
Previous 77,013
4.76%
Holding current value
$1.86 Million
Previous $1.77 Billion
5.4%
% of portfolio
1.25%
Previous 1.18%
Shares
8 transactions
Others Institutions Holding GOVT
# of Institutions
885Shares Held
1.24BCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC362MShares$8.36 Billion0.59% of portfolio
-
Lpl Financial LLC Fort Mill, SC111MShares$2.57 Billion0.8% of portfolio
-
Envestnet Asset Management Inc76.7MShares$1.77 Billion0.55% of portfolio
-
Jump Financial, LLC Chicago, IL74.3MShares$1.71 Billion19.35% of portfolio
-
Truist Financial Corp68.7MShares$1.59 Billion2.21% of portfolio