Heritage Wealth Management, Inc.

Q2 2024 13F Holdings

Location
Cincinnati, OH
Holdings as of
6/30/2024
Value ($000)
$298,334
Num holdings
220
Date filed
9/9/2024
Form type
13F-HR
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Note
Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type