Heritage Wealth Management, Inc. Alps ETF Tr Disruptive Technol Transaction History
Heritage Wealth Management, Inc.
- $301 Billion
- Q4 2024
A detailed history of Heritage Wealth Management, Inc. transactions in Alps ETF Tr Disruptive Technol stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 5,000 shares of DTEC stock, worth $233,100. This represents 0.08% of its overall portfolio holdings.
Number of Shares
5,000
Previous 5,000
-0.0%
Holding current value
$233,100
Previous $222 Million
2.31%
% of portfolio
0.08%
Previous 0.07%
Shares
1 transactions
Others Institutions Holding DTEC
# of Institutions
50Shares Held
801KCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC136KShares$6.33 Million0.0% of portfolio
-
Cetera Investment Advisers Schaumburg, IL121KShares$5.62 Million0.01% of portfolio
-
Susquehanna International Group, LLP Bala Cynwyd, PA72.7KShares$3.39 Million0.0% of portfolio
-
Ubs Group Ag58.6KShares$2.73 Million0.0% of portfolio
-
Morgan Stanley New York, NY52.7KShares$2.46 Million0.0% of portfolio