Heritage Wealth Management, Inc. /Ca/ Spdr Portfolio Transaction History

Heritage Wealth Management, Inc. /Ca/

  • $141 Billion
  • Q3 2024

A detailed history of Heritage Wealth Management, Inc. /Ca/ transactions in Spdr Portfolio stock. As of the latest transaction made, Heritage Wealth Management, Inc. /Ca/ holds 3,954 shares of SPYG stock, worth $359,814. This represents 0.23% of its overall portfolio holdings.

Number of Shares
3,954
Previous 4,417 10.48%
Holding current value
$359,814
Previous $354 Million 7.34%
% of portfolio
0.23%
Previous 0.26%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024
SELL
$73.38 - $84.1 $33,974 - $38,938
-463 Reduced 10.48%
3,954 $328 Million
Q1 2024

May 06, 2024
SELL
$63.12 - $73.73 $17,168 - $20,054
-272 Reduced 5.8%
4,417 $323 Million
Q4 2023

Feb 14, 2024
BUY
$57.02 - $65.3 $267,366 - $306,191
4,689 New
4,689 $305 Million

Others Institutions Holding SPYG

# of Institutions
1,097
Shares Held
279M
Call Options Held
399K
Put Options Held
203K
View Full List

About SPDR PORTFOLIO

SPYG Quotes by TradingView
  • Ticker SPYG
  • Sector ETFs
  • Industry ETFs
More about SPYG
Track This Portfolio

Track Heritage Wealth Management, Inc. /Ca/ Portfolio

Follow Heritage Wealth Management, Inc. /Ca/ 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 Management, Inc. /Ca/, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Management, Inc. /Ca/ with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email