Heritage Wealth Management, Inc./Texas
Q1 2023 13F Holdings
Location
Houston, TX
Holdings as of
3/31/2023
Value ($000)
$103,851
Num holdings
24
Date filed
5/2/2023
Form type
13F-HR
Prev filing
2/23/2023
Next filing
8/2/2023
SEC
View on sec.gov
Compare Q1 2023 to
2023 Q4
2023 Q3
2023 Q2
2022 Q4
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type