Heritage Wealth Management, Inc. Proshares Tr Russell 2000 Divi Transaction History

Heritage Wealth Management, Inc.

  • $360 Billion
  • Q4 2025

A detailed history of Heritage Wealth Management, Inc. transactions in Proshares Tr Russell 2000 Divi stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 3,930 shares of SMDV stock, worth $256,943. This represents 0.07% of its overall portfolio holdings.

Number of Shares
3,930
Previous 4,067 3.37%
Holding current value
$256,943
Previous $271 Million 4.18%
% of portfolio
0.07%
Previous 0.08%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 26, 2026
SELL
$64.34 - $67.09 $8,814 - $9,191
-137 Reduced 3.37%
3,930 $260 Million
Q3 2025

Nov 04, 2025
BUY
$63.98 - $69.04 $6,078 - $6,558
95 Added 2.39%
4,067 $271 Million
Q2 2025

Aug 14, 2025
SELL
$58.95 - $66.19 $26,527 - $29,785
-450 Reduced 10.18%
3,972 $258 Million
Q3 2024

Oct 31, 2024
SELL
$61.04 - $71.27 $24,110 - $28,151
-395 Reduced 8.2%
4,422 $306 Million
Q2 2024

Sep 09, 2024
BUY
$59.31 - $65.34 $285,696 - $314,742
4,817 New
4,817 $294 Million

Others Institutions Holding SMDV

# of Institutions
140
Shares Held
5.67M
Call Options Held
0
Put Options Held
0
View Full List

About PROSHARES TR RUSSELL 2000 DIVI

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