Heritage Wealth Management, Inc./Texas

Q4 2023 13F Holdings

Location
Houston, TX
Holdings as of
12/31/2023
Value ($000)
$141,955
Num holdings
35
Date filed
1/24/2024
Form type
13F-HR
Prev filing
11/7/2023
Next filing
4/25/2024
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type