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Invesco Variable Rate Investment Grade Etf var rate invt shares owned by Heritage Wealth Management

Quarter-by-quarter ownership of Invesco Variable Rate Investment Grade Etf var rate invt (VRIG) shares owned by Heritage Wealth Management from 13F filings

Historical chart of Heritage Wealth Management investment in Invesco Variable Rate Investment Grade Etf var rate invt

Tip: Access up to 7 years of quarterly data

All positions including Invesco Variable Rate Investment Grade Etf var rate invt held by Heritage Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Variable Rate Investment Grade Etf var rate invt by Heritage Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $631k 25k 25.09
2023-12-31 $589k 24k 24.99

More positions owned by Heritage Wealth Management

Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ishares Tr Rusel 2500 Etf (SMMD)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Broad Usd High (USHY)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Jpmorgan Usd Emg (EMB)
Xpel (XPEL)
Ishares Tr Core Msci Eafe (IEFA)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Core Msci Emkt (IEMG)
Broadcom (AVGO)
Kla Corp Com New (KLAC)

View all positions for Heritage Wealth Management

Top funds holding Invesco Variable Rate Investment Grade Etf var rate invt

Assetmark
Advisor Group Holdings
Mainstay Capital Management
Fiduciary Planning
Courier Capital Corp
Sunflower Bank
HighTower Advisors
Stifel Financial
Cherry Creek Investment Advisors
Lunt Capital Management
Private Advisor
Beaumont Financial Advisors
Atria Wealth Solutions
Vectors Research Management
Total Clarity Wealth Management

View all funds holding Invesco Variable Rate Investment Grade Etf var rate invt