U.S. Bancorp shares owned by Heritage Wealth Management
Quarter-by-quarter ownership of U.S. Bancorp (USB) shares owned by Heritage Wealth Management
from 13F filings
Historical chart of Heritage Wealth Management investment in U.S. Bancorp
Tip: Access up to 7 years of quarterly data
All positions including U.S. Bancorp held by Heritage Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in U.S. Bancorp by Heritage Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $14M | 296k | 45.73 |
2024-06-30 | $12M | 298k | 39.04 |
More positions owned by Heritage Wealth Management
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