Heritage Wealth Partners, LLC

Q4 2023 13F Holdings

Location
Dublin, OH
Holdings as of
12/31/2023
Value ($000)
$48,997
Num holdings
44
Date filed
1/19/2024
Form type
13F-HR
Prev filing
10/18/2023
Next filing
4/25/2024
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type