Heritage Wealth Management, Inc./Texas

Q2 2023 13F Holdings

Location
Houston, TX
Holdings as of
6/30/2023
Value ($000)
$112,952
Num holdings
25
Date filed
8/2/2023
Form type
13F-HR
Prev filing
5/2/2023
Next filing
11/7/2023
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type