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Nfj Dividend Interest shares owned by Heritage Wealth Management

Quarter-by-quarter ownership of Nfj Dividend Interest (NFJ) shares owned by Heritage Wealth Management from 13F filings

Historical chart of Heritage Wealth Management investment in Nfj Dividend Interest

Tip: Access up to 7 years of quarterly data

All positions including Nfj Dividend Interest held by Heritage Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Nfj Dividend Interest by Heritage Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $144k 11k 12.63
2024-09-30 $156k 12k 13.04
2024-06-30 $146k 12k 12.28
2024-03-31 $164k 13k 12.78
2023-12-31 $155k 12k 12.60

More positions owned by Heritage Wealth Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Apple (AAPL)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Broadcom (AVGO)
Palantir Technologies Cl A (PLTR)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Ishares Tr Calif Mun Bd Etf (CMF)
Ishares Tr 20 Yr Tr Bd Etf (TLT)

View all positions for Heritage Wealth Management

Top funds holding Nfj Dividend Interest

Morgan Stanley
Saba Capital Management
Allspring Global Investments Holdings
Invesco
Advisors Asset Management
Stifel Financial
Pathstone Holdings
Kovitz Investment Group Partners
Karpus Investment Management
LPL Financial
Guggenheim Capital, LLC Managers
Capstone Investment Advisors
Royal Bank of Canada
Penserra Capital Management
Raymond James Financial

View all funds holding Nfj Dividend Interest