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| Name: |
Heritage Wealth Management Inc. /CA/ |
| City: |
San Diego Ca |
| State: |
CA |
| Zip: |
92127 |
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data |
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| Holdings
Found :
6 |
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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 |
|
ZNTL |
Zentalis Pharmaceuticals, Llc |
65 |
New |
$0.00 |
$236,000 |
15,000 |
0.23% |
236,000 |
15,000 |
0.018 |
N/A |
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OEF |
iShares S&P 100 Index |
71 |
New |
$252.41 |
$221,000 |
895 |
0.22% |
221,000 |
895 |
0.002 |
Closed - End Fund - E... |
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AAXN |
Axon Enterprise Inc |
73 |
New |
$288.79 |
$211,000 |
674 |
0.21% |
211,000 |
674 |
0.001 |
Aerospace/Defense Pro... |
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PWZ |
Invesco California Amtfree ... |
74 |
New |
$24.77 |
$202,000 |
8,118 |
0.2% |
202,000 |
8,118 |
0.009 |
N/A |
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PRU |
Prudential Financial Inc |
78 |
New |
$121.31 |
$153,000 |
1,303 |
0.15% |
153,000 |
1,303 |
0 |
Life & Health Insurance |
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JPC |
Nuveen Multi-Strategy Incom... |
81 |
New |
$7.16 |
$79,000 |
10,985 |
0.08% |
79,000 |
10,985 |
0.011 |
Closed - End Fund - Debt |
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