Heritage Wealth Management, Inc./Texas

Q3 2023 13F Holdings

Location
Houston, TX
Holdings as of
9/30/2023
Value ($000)
$110,156
Num holdings
26
Date filed
11/7/2023
Form type
13F-HR
Prev filing
8/2/2023
Next filing
1/24/2024
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type