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Ssga Active Etf Tr blkstn gsosrln shares owned by Heritage Wealth Management

Quarter-by-quarter ownership of Ssga Active Etf Tr blkstn gsosrln (SRLN) shares owned by Heritage Wealth Management from 13F filings

Historical chart of Heritage Wealth Management investment in Ssga Active Etf Tr blkstn gsosrln

Tip: Access up to 7 years of quarterly data

All positions including Ssga Active Etf Tr blkstn gsosrln held by Heritage Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ssga Active Etf Tr blkstn gsosrln by Heritage Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1M 25k 42.11
2023-12-31 $998k 24k 41.93

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

View all positions for Heritage Wealth Management

Top funds holding Ssga Active Etf Tr blkstn gsosrln

Bank of America Corporation
Goldman Sachs Group
Partners Capital Investment Group
Bnp Paribas Arbitrage, Snc
Royal Bank of Canada
New York Life Investment Management
Symetra Investment Management
Citadel Advisors
Wellington Management Company
Wright Fund Managment
Wells Fargo & Company
Money Design
Counterpoint Mutual Funds
UBS Group
Advisor Group Holdings

View all funds holding Ssga Active Etf Tr blkstn gsosrln