| |
|
|
| Name: |
HERITAGE WEALTH MANAGEMENT LLC |
| City: |
PHOENIX |
| State: |
AZ |
| Zip: |
85016 |
| |
|
|
| Achive
data |
| View
Filing Period: |
|
|
|
|
|
|
 |
Download |
|
|
| |
| |
|
Free Registration Required For Full Results
|
|
|
| Holdings
Found :
8 |
|
View All Holdings |
Currently
Viewing:
Closed 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 |
|
VT |
Vanguard Total World Stock ... |
180 |
Closed |
$110.40 |
$0 |
0 |
0% |
-239,000 |
-2,322 |
0 |
Closed - End Fund - E... |
|
|
IWB |
ishares trust Russell 1000 |
179 |
Closed |
$285.96 |
$0 |
0 |
0% |
-302,000 |
-1,150 |
0 |
Closed - End Fund - E... |
|
|
COKE |
Coca Cola Bottling Co Conso... |
185 |
Closed |
$947.60 |
$0 |
0 |
0% |
-306,000 |
-330 |
0 |
Beverage Soft Drinks... |
|
|
DIOD |
Diodes Inc |
178 |
Closed |
$76.47 |
$0 |
0 |
0% |
-201,000 |
-2,491 |
0 |
Semiconductor - Integ... |
|
|
NOC |
Northrop Grumman Corp |
184 |
Closed |
$473.43 |
$0 |
0 |
0% |
-1,326,000 |
-2,832 |
0 |
Aerospace/Defense - M... |
|
|
POWI |
Power Integrations Inc |
183 |
Closed |
$77.34 |
$0 |
0 |
0% |
-204,000 |
-2,483 |
0 |
Semiconductor - Integ... |
|
|
LGIH |
Lgi Homes, Inc. |
182 |
Closed |
$99.42 |
$0 |
0 |
0% |
-206,000 |
-1,545 |
0 |
Real Estate Development |
|
|
FIX |
Comfort Systems USA Inc |
181 |
Closed |
$347.21 |
$0 |
0 |
0% |
-246,000 |
-1,195 |
0 |
General Contractors |
|
