Heritage Wealth Management, Inc. /Ca/ Ssga Active ETF Tr Spdr Doblel Transaction History
Heritage Wealth Management, Inc. /Ca/
- $149 Billion
- Q3 2025
A detailed history of Heritage Wealth Management, Inc. /Ca/ transactions in Ssga Active ETF Tr Spdr Doblel stock. As of the latest transaction made, Heritage Wealth Management, Inc. /Ca/ holds 66,857 shares of TOTL stock, worth $2.7 Million. This represents 1.82% of its overall portfolio holdings.
Number of Shares
66,857
Previous 63,975
4.5%
Holding current value
$2.7 Million
Previous $2.57 Billion
5.7%
% of portfolio
1.82%
Previous 1.71%
Shares
8 transactions
Others Institutions Holding TOTL
# of Institutions
372Shares Held
73.5MCall Options Held
10.6KPut Options Held
15.8K-
Morgan Stanley New York, NY5.69MShares$230 Million0.01% of portfolio
-
Signature Estate & Investment Advisors LLC5.37MShares$217 Million4.82% of portfolio
-
Cwm, LLC4.28MShares$173 Million0.52% of portfolio
-
Envestnet Asset Management Inc3.81MShares$154 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.56MShares$144 Million0.05% of portfolio