Heritage Wealth Management, LLC Invesco Actively Managed ETF F Transaction History
Heritage Wealth Management, LLC
- $177 Million
- Q2 2024
A detailed history of Heritage Wealth Management, LLC transactions in Invesco Actively Managed ETF F stock. As of the latest transaction made, Heritage Wealth Management, LLC holds 36,829 shares of VRIG stock, worth $925,512. This represents 0.52% of its overall portfolio holdings.
Number of Shares
36,829
Previous 25,129
46.56%
Holding current value
$925,512
Previous $630,000
46.83%
% of portfolio
0.52%
Previous 0.31%
Shares
3 transactions
Others Institutions Holding VRIG
# of Institutions
163Shares Held
38.5MCall Options Held
0Put Options Held
0-
Invesco Ltd. Atlanta, GA10.5MShares$265 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.78MShares$145 Million0.05% of portfolio
-
Morgan Stanley New York, NY2.04MShares$51.3 Million0.0% of portfolio
-
Bank Julius Baer & Co. Ltd, Zurich1.07MShares$27 Million0.08% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.03MShares$25.8 Million0.04% of portfolio