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

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

3 weeks from now

Heritage Wealth Management, Inc./Texas reported 36 holdings with total value $154 M as of Q1 2024. Top holdings included DFUS, DFUV, DFAS, VNQ, and DFAI

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$154 Million Heritage Wealth Management, Inc./Texas Q1 2024 …

3 weeks from now

Q1 2024 13F holdings report Signature - Title Brett Carleton - President Location Houston, Texas Holdings as of Mar 31, 2024 Value $ $153,960,872 Num holdings 36 Date filed 4/25/2024, …

logiportfolio.com

Heritage Wealth Management, Texas 13F Annual Report (2024 ...

3 weeks from now

$154 billion Assets Under Management (AUM) As of 18th April 2024, Heritage Wealth Management, texas’s top holding is 2,412,374 shares of Dimensional Etf Trust currently worth …

wallmine.com

Heritage Wealth Management, Inc./Texas 13F Filings

3 weeks from now

Heritage Wealth Management, Inc./Texas reported 38 holdings with total value $160 M as of Q2 2024. Top holdings included DFUS, DFUV, DFAS, VNQ, and DFAI

13f.info

Heritage Wealth Management, Inc./Texas Q3 2024 13F Top …

3 weeks from now

Heritage Wealth Management, Inc./Texas reported 39 holdings with total value $173 M as of Q3 2024. Top holdings included DFUS, DFUV, DFAS, VNQ, and DFAI

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Heritage Wealth Management, Llc 13F Filings

3 weeks from now

Heritage Wealth Management, Llc reported 168 holdings with total value $180.18M as of Q2 2024. Top holdings included SPEM, SMMD, EFA, USHY

sensamarket.com

NJ Q1 2024 New Jersey Industrial Market Report - Colliers

3 weeks from now

May 2, 2024  · Leasing activity during the first quarter exceeded 9.9 million square feet, representing a 25% increase year-over-year. Meadowlands & Exit 8A dominated leasing …

colliers.com