Heritage Wealth Management, Inc.

Q4 2024 13F Holdings

Location
Cincinnati, OH
Holdings as of
12/31/2024
Value ($000)
$300,800
Num holdings
224
Date filed
2/5/2025
Form type
13F-HR
Prev filing
10/31/2024
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type