Heritage Wealth Management »

Proshares Tr russ 2000 divd shares owned by Heritage Wealth Management

Quarter-by-quarter ownership of Proshares Tr russ 2000 divd (SMDV) shares owned by Heritage Wealth Management from 13F filings

Historical chart of Heritage Wealth Management investment in Proshares Tr russ 2000 divd

Tip: Access up to 7 years of quarterly data

All positions including Proshares Tr russ 2000 divd held by Heritage Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Proshares Tr russ 2000 divd by Heritage Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $306k 4.4k 69.26
2024-06-30 $294k 4.8k 61.04

More positions owned by Heritage Wealth Management

Procter & Gamble Company (PG)
Apple (AAPL)
Microsoft Corporation (MSFT)
Us Bancorp Del Com New (USB)
Eli Lilly & Co. (LLY)
JPMorgan Chase & Co. (JPM)
Wal-Mart Stores (WMT)
Johnson & Johnson (JNJ)
Abbvie (ABBV)
Cincinnati Financial Corporation (CINF)
Chubb (CB)
Allstate Corporation (ALL)
Chevron Corporation (CVX)
Kroger (KR)
McDonald's Corporation (MCD)

View all positions for Heritage Wealth Management

Top funds holding Proshares Tr russ 2000 divd

Morgan Stanley
Wells Fargo & Company
Capital Investment Advisors
Bank of America Corporation
Raymond James Financial Services Advisors
LPL Financial
Royal Bank of Canada
Toth Financial Advisory Corporation
Arlington Trust
Coco Enterprises
Cetera Investment Advisers
Commonwealth Equity Services
Branch Banking & Trust Company
Landmark Wealth Management
ForthRight Wealth Management

View all funds holding Proshares Tr russ 2000 divd