Heritage Wealth Partners, LLC

Q4 2022 vs. Q3 2024 13F Holdings

Period
Q4 2022
Q3 2024
Holdings as of
12/31/2022
9/30/2024
Value ($000)
$108,965
$85,021
Num holdings
50
67
Form type
13F-HR
13F-HR
Date filed
2/10/2023
10/8/2024
Shares or Principal Value ($000)
Sym Issuer Name Cl CUSIP Option Type Q4 2022 Q3 2024 Diff Chg % Q4 2022 Q3 2024 Diff Chg %