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Name: |
Heritage Wealth Management Inc. /CA/ |
City: |
San Diego Ca |
State: |
CA |
Zip: |
92127 |
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Holdings
Found :
6 |
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Unchanged Positions |
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Ticker |
Company Name |
Position Rank |
New/Closed Postion |
Last Close |
Value |
Shares Held |
% of Portfolio |
Value Change |
Change In Shares Held |
% of Company |
Industry |
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CPNG |
Coupang, Inc. |
33 |
- |
$0.00 |
$828,000 |
46,552 |
0.82% |
74,000 |
0 |
0.003 |
N/A |
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VTV |
Vanguard Value VIPERS |
56 |
- |
$161.18 |
$313,000 |
1,924 |
0.31% |
25,000 |
0 |
0 |
Closed - End Fund - E... |
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DFAU |
Dfa Dimensional Us Core Equ... |
57 |
- |
$0.00 |
$303,000 |
8,291 |
0.3% |
27,000 |
0 |
0.009 |
N/A |
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MDXG |
Mimedx Group Inc |
82 |
- |
$7.15 |
$77,000 |
10,000 |
0.08% |
-11,000 |
0 |
0.009 |
Medical Appliances & ... |
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HNRAWS |
Hnr Acquisition Equity Warr... |
84 |
- |
$0.00 |
$24,000 |
170,500 |
0.02% |
14,000 |
0 |
0.189 |
N/A |
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AMRN |
Amarin Corp Plc |
85 |
- |
$0.87 |
$13,000 |
15,000 |
0.01% |
0 |
0 |
0.004 |
Drug Manufacturers - ... |
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