A detailed history of True Wealth Design, LLC transactions in Heritage Insurance Holdings, Inc. stock. As of the latest transaction made, True Wealth Design, LLC holds 142 shares of HRTG stock, worth $1,685. This represents 0.0% of its overall portfolio holdings.

Number of Shares
142
Holding current value
$1,685
% of portfolio
0.0%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$6.25 - $16.65 $887 - $2,364
142 New
142 $1.74 Million

Others Institutions Holding HRTG

About Heritage Insurance Holdings, Inc.


  • Ticker HRTG
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance—Property & Casualty
  • Shares Outstandng 26,569,100
  • Market Cap $315M
  • Description
  • Heritage Insurance Holdings, Inc., through its subsidiaries, provides personal and commercial residential insurance products. The company offers personal residential property insurance for single-family homeowners and condominium owners, and rental property insurance in the states of Alabama, California, Connecticut, Delaware, Florida, Georgia, ...
More about HRTG
Track This Portfolio

Track True Wealth Design, LLC Portfolio

Follow True Wealth Design, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on True Wealth Design, LLC with notifications on news.