Heritage Wealth Management, Inc. /Ca/ Ssga Active Trust Transaction History

Heritage Wealth Management, Inc. /Ca/

  • $141 Billion
  • Q3 2024

A detailed history of Heritage Wealth Management, Inc. /Ca/ transactions in Ssga Active Trust stock. As of the latest transaction made, Heritage Wealth Management, Inc. /Ca/ holds 28,017 shares of SRLN stock, worth $1.17 Million. This represents 0.83% of its overall portfolio holdings.

Number of Shares
28,017
Previous 27,771 0.89%
Holding current value
$1.17 Million
Previous $1.16 Billion 0.79%
% of portfolio
0.83%
Previous 0.85%

Shares

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

Oct 18, 2024
BUY
$40.93 - $41.85 $10,068 - $10,295
246 Added 0.89%
28,017 $1.17 Billion
Q2 2024

Jul 25, 2024
BUY
$41.68 - $42.09 $101,032 - $102,026
2,424 Added 9.56%
27,771 $1.16 Billion
Q1 2024

May 06, 2024
BUY
$41.64 - $42.11 $64,417 - $65,144
1,547 Added 6.5%
25,347 $1.07 Billion
Q4 2023

Feb 14, 2024
BUY
$41.29 - $41.98 $982,702 - $999,123
23,800 New
23,800 $998 Million

Others Institutions Holding SRLN

# of Institutions
545
Shares Held
118M
Call Options Held
68.4K
Put Options Held
60.6K
View Full List

About SSGA ACTIVE TRUST

SRLN Quotes by TradingView
  • Ticker SRLN
  • Sector ETFs
  • Industry ETFs
More about SRLN
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