Heritage Wealth Management, Inc. Alps ETF Tr Disruptive Technol Transaction History
Heritage Wealth Management, Inc.
- $341 Billion
- Q3 2025
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 $244,350. This represents 0.08% of its overall portfolio holdings.
Number of Shares
5,000
Previous 5,000
-0.0%
Holding current value
$244,350
Previous $247 Million
3.67%
% of portfolio
0.08%
Previous 0.08%
Shares
1 transactions
Others Institutions Holding DTEC
# of Institutions
53Shares Held
696KCall Options Held
0Put Options Held
0-
Cetera Investment Advisers Schaumburg, IL124KShares$6.06 Million0.01% of portfolio
-
Ubs Group Ag58.6KShares$2.86 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC56.6KShares$2.77 Million0.0% of portfolio
-
Susquehanna International Group, LLP Bala Cynwyd, PA55.7KShares$2.72 Million0.0% of portfolio
-
Morgan Stanley New York, NY55.4KShares$2.71 Million0.0% of portfolio