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Herzfeld Caribbean Basin shares owned by H D Vest Advisory Services

Quarter-by-quarter ownership of Herzfeld Caribbean Basin (HERZ) shares owned by H D Vest Advisory Services from 13F filings

Historical chart of H D Vest Advisory Services investment in Herzfeld Caribbean Basin

Tip: Access up to 7 years of quarterly data

All positions including Herzfeld Caribbean Basin held by H D Vest Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Herzfeld Caribbean Basin by H D Vest Advisory Services

Quarter filed Position value Share count Share price at filing
2025-06-30 $67k 27k 2.53
2025-03-31 $67k 25k 2.67
2024-12-31 $135k 58k 2.34

More positions owned by H D Vest Advisory Services

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Growth Etf (VUG)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Russell 2000 Etf (IWM)
Amazon (AMZN)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for H D Vest Advisory Services

Top funds holding Herzfeld Caribbean Basin

Thomas J. Herzfeld Advisors
Envestnet Asset Management
Rsm Us Wealth Management
Blue Bell Private Wealth Management
Hunting Hill Global Capital
Advisor Group Holdings
CSS
H D Vest Advisory Services
CI Private Wealth
Jane Street
Morgan Stanley
Virtu Financial
Susquehanna International
Brooklyn Capital Management
International Assets Investment Management

View all funds holding Herzfeld Caribbean Basin