Heritage Wealth Management, Inc. T Rowe Price Exchange Traded F Transaction History
Heritage Wealth Management, Inc.
- $360 Billion
- Q4 2025
A detailed history of Heritage Wealth Management, Inc. transactions in T Rowe Price Exchange Traded F stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 13,200 shares of TBUX stock, worth $658,944. This represents 0.18% of its overall portfolio holdings.
Number of Shares
13,200Holding current value
$658,944% of portfolio
0.18%Shares
1 transactions
Others Institutions Holding TBUX
# of Institutions
84Shares Held
7.53MCall Options Held
0Put Options Held
0-
Ars Wealth Advisors Group, LLC St. Petersburg, FL2.65MShares$132 Million12.16% of portfolio
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Raymond James Financial Inc St. Petersburg, FL1.08MShares$54.1 Million0.02% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX302KShares$15.1 Million2.18% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD274KShares$13.7 Million0.0% of portfolio
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Stifel Financial Corp St. Louis, MO264KShares$13.2 Million0.01% of portfolio