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Advanced Energy Industries shares owned by Heritage Family Offices

Quarter-by-quarter ownership of Advanced Energy Industries (AEIS) shares owned by Heritage Family Offices from 13F filings

Historical chart of Heritage Family Offices investment in Advanced Energy Industries

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All positions including Advanced Energy Industries held by Heritage Family Offices consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Advanced Energy Industries by Heritage Family Offices

Quarter filed Position value Share count Share price at filing
2024-09-30 $200k 1.9k 105.22
2024-06-30 $205k 1.9k 108.74