Heritage Wealth Partners, LLC

Q3 2024 13F Holdings

Location
Dublin, OH
Holdings as of
9/30/2024
Value ($000)
$85,021
Num holdings
67
Date filed
10/8/2024
Form type
13F-HR
Prev filing
7/5/2024
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type