Etf Ser Solutions shares owned by Heritage Wealth Management
Quarter-by-quarter ownership of Etf Ser Solutions (SMIG) shares owned by Heritage Wealth Management
from 13F filings
Historical chart of Heritage Wealth Management investment in Etf Ser Solutions
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Quarterly reported holdings in Etf Ser Solutions by Heritage Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.5M | 86k | 29.62 |
| 2025-06-30 | $2.5M | 86k | 28.85 |
| 2025-03-31 | $2.3M | 82k | 28.53 |
| 2024-12-31 | $2.3M | 80k | 29.10 |
| 2024-09-30 | $2.2M | 74k | 29.26 |
| 2024-06-30 | $2.0M | 74k | 26.21 |
More positions owned by Heritage Wealth Management
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