Heritage Wealth Management Inc. Texas Sells 2,561 Shares of …

Jan 27, 2025 · Heritage Wealth Management Inc. Texas trimmed its position in shares of Exxon Mobil Co. (NYSE:XOM – Free Report) by 23.0% during the 4th quarter, Holdings Channel …

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Heritage Wealth Management Inc. Texas Sells 2,561 Shares Of …

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Jan 27, 2025 · Heritage Wealth Management Inc. Texas trimmed its position in shares of Exxon Mobil Co. (NYSE:XOM – Free Report) by 23.0% during the 4th quarter, Holdings Channel …

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Heritage Wealth Management Inc. Texas Has $921,000

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Jan 27, 2025 · Heritage Wealth Management Inc. Texas reduced its stake in shares of Exxon Mobil Co. (NYSE:XOM - Free Report) by 23.0% in the 4th quarter, according to the company …

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Heritage Wealth Management Inc. Texas Sells 2,561 Shares Of …

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Heritage Wealth Management Inc. Texas decreased its position in Exxon Mobil Co. (NYSE:XOM – Free Report) by 23.0% during the 4th quarter, according to its most recent disclosure with …

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Exxon Mobil Co. (NYSE:XOM) Shares Sold By Heritage Wealth …

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Apr 10, 2024 · Heritage Wealth Management Inc. Texas trimmed its holdings in Exxon Mobil Co. (NYSE:XOM – Free Report) by 8.1% in the fourth quarter, according to its most recent 13F …

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HERITAGE WEALTH MANAGEMENT, INC./TEXAS

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Their last reported 13F filing for Q3 2024 included $172,511,906 in managed 13F securities and a top 10 holdings concentration of 88.86%. Heritage Wealth Management, Inc./texas's largest …

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$170Million Heritage Wealth Management, Inc./Texas Q4 2024 …

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Heritage Wealth Management, Inc./Texas reported 31 stock holdings with total value $170M as of Q4 2024. Top holdings included DFUS, DFUV, DFAS, VNQ, and DFAI. ... Insider Sells 6M; …

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Heritage Wealth Management, Inc./Texas Q1 2024 13F Top …

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Heritage Wealth Management, Inc./Texas Q1 2024 13F Holdings Location Houston, TX Holdings as of 3/31/2024 Value ($000) $153,961 Num holdings 36 Date filed 4/25/2024 Form type 13F …

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Heritage Wealth Management Inc Texas 13F Portfolio

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Heritage Wealth Management Inc Texas Holdings Map Top 50 Heritage Wealth Management Inc Texas Holdings Trade Value: Any >$1M >$5M >$20M >$50M >$100M >$500M >$1B Δ in % …

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HERITAGE WEALTH MANAGEMENT, INC. - WhaleWisdom.com

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Heritage Wealth Management is a large advisory firm with 207 clients and discretionary assets under management (AUM) of $448,613,693 (Form ADV from 2024-06-24). ... Heritage Wealth …

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HERITAGE WEALTH MANAGEMENT, INC./TEXAS

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Their last reported 13F filing for Q4 2023 included $141,954,835 in managed 13F securities and a top 10 holdings concentration of 86.86%. Heritage Wealth Management, Inc./texas's largest …

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AAPL Shares Owned By Heritage Wealth Management, Inc./Texas ...

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Quarter filed Position value Share count Share price at filing; 2023-03-31 $745k : 4.5k : 164.90 : 2022-12-31 $676k : 5.2k

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Heritage Wealth Management Inc. Texas Sells 6,217 Shares Of …

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Jan 24, 2025 · Heritage Wealth Management Inc. Texas cut its position in Targa Resources Corp. (NYSE:TRGP - Free Report) by 49.4% during the 4th quarter, according to the company in its …

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