Heritage Wealth Management, Inc./Texas

Q3 2024 13F Holdings

Location
Houston, TX
Holdings as of
9/30/2024
Value ($000)
$172,512
Num holdings
39
Date filed
10/30/2024
Form type
13F-HR
Prev filing
7/30/2024
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type