Heritage Wealth Management, LLC Proshares Trust Proshares He Transaction History

Heritage Wealth Management, LLC

$177 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 11, 2021	SELL	$51.07 - $52.63 $9,805 - $10,104	-192 Closed	0 $0
Q1 2021 Jul 16, 2021	BUY	$49.86 - $52.73 $9,573 - $10,124	192 New	192 $10,000

Others Institutions Holding HDG

# of Institutions

12

Shares Held

243K

Call Options Held

0

Put Options Held

0

Frederick Financial Consultants, LLC Frederick, MD

66.9K
Shares

$3.3 Million
2.64% of portfolio
Raymond James Financial Inc St. Petersburg, FL

38.1K
Shares

$1.88 Million
0.0% of portfolio
Raymond James & Associates St Petersburg, FL

37.3K
Shares

$1.84 Million
0.0% of portfolio
Morgan Stanley New York, NY

34.6K
Shares

$1.7 Million
0.0% of portfolio
Comprehensive Wealth Management, LLC Lynnwood, WA

33.2K
Shares

$1.64 Million
1.25% of portfolio

About PROSHARES TRUST - PROSHARES HE

Ticker HDG
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

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

News

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