Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Heritage Wealth Management Inc. /CA/
  City: San Diego Ca
  State: CA
  Zip: 92127
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $100,741,000
  Total Value Change : $7,934,000
  Securities Held Change : 4
   
All Securities Held : 85
  New Positions : 6
  Closed Positions : 2
  Increased Positions : 44
  Unchanged Positions : 6
  Decreased Positions : 29

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 6     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (CPNG)1 Year Chart         CPNG Coupang, Inc. 33 - $0.00 $828,000 46,552 0.82% 74,000 0 0.003    N/A
   (VTV)1 Year Chart         VTV Vanguard Value VIPERS 56 - $161.18 $313,000 1,924 0.31% 25,000 0 0    Closed - End Fund - E...
   (DFAU)1 Year Chart         DFAU Dfa Dimensional Us Core Equ... 57 - $0.00 $303,000 8,291 0.3% 27,000 0 0.009    N/A
   (MDXG)1 Year Chart         MDXG Mimedx Group Inc 82 - $7.15 $77,000 10,000 0.08% -11,000 0 0.009    Medical Appliances & ...
   (HNRAWS)1 Year Chart         HNRAWS Hnr Acquisition Equity Warr... 84 - $0.00 $24,000 170,500 0.02% 14,000 0 0.189    N/A
   (AMRN)1 Year Chart         AMRN Amarin Corp Plc 85 - $0.87 $13,000 15,000 0.01% 0 0 0.004    Drug Manufacturers - ...

      6 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results