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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
2023-12-31 $155k 12k 12.60

More positions owned by Heritage Wealth Management

Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Apple Put Option (AAPL)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Calif Mun Bd Etf (CMF)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Qualcomm Put Option (QCOM)
Microsoft Corporation Put Option (MSFT)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)

View all positions for Heritage Wealth Management

Top funds holding Nfj Dividend Interest

Saba Capital Management
Bank of America Corporation
Allspring Global Investments Holdings
Advisors Asset Management
Pathstone Holdings
Relative Value Partners
Guggenheim Capital, LLC Managers
Stifel Financial
Cornerstone Advisors
Wells Fargo & Company
UBS Group
CNH Partners
Arete Wealth Advisors
Raymond James & Associates
Raymond James Financial Services Advisors

View all funds holding Nfj Dividend Interest