Heritage Wealth Management, Inc. Ark ETF Tr Innovation ETF (De) Transaction History

Heritage Wealth Management, Inc.

$360 Billion
Q4 2025

A detailed history of Heritage Wealth Management, Inc. transactions in Ark ETF Tr Innovation ETF (De) stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 5,385 shares of ARKK stock, worth $414,214. This represents 0.12% of its overall portfolio holdings.

Number of Shares

5,385

Previous 5,903 8.78%

Holding current value

$414,214

Previous $509 Million 18.69%

% of portfolio

0.12%

Previous 0.15%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 26, 2026	SELL	$76.92 - $92.53 $39,844 - $47,930	-518 Reduced 8.78%	5,385 $414 Million
Q3 2025 Nov 04, 2025	SELL	$68.94 - $86.3 $4,136 - $5,178	-60 Reduced 1.01%	5,903 $509 Million
Q2 2025 Aug 14, 2025	BUY	$40.51 - $71.03 $81 - $142	2 Added 0.03%	5,963 $419 Million
Q1 2025 Apr 29, 2025	SELL	$47.25 - $67.02 $10,773 - $15,280	-228 Reduced 3.68%	5,961 $284 Million
Q3 2024 Oct 31, 2024	SELL	$39.47 - $49.4 $4,736 - $5,928	-120 Reduced 1.9%	6,189 $294 Million

Q2 2024 Sep 09, 2024	BUY	$42.0 - $49.24 $264,978 - $310,655	6,309 New	6,309 $290 Million

Others Institutions Holding ARKK

# of Institutions

817

Shares Held

56.7M

Call Options Held

26.2M

Put Options Held

50.5M

View Full List

About ARK ETF TR INNOVATION ETF (DE)

Ticker ARKK
Sector ETFs
Industry ETFs

More about ARKK

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Wealth Management, Inc., based on Form 13F filings with the SEC.

News

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

Account

Heritage Wealth Management, Inc. Ark ETF Tr Innovation ETF (De) Transaction History