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AE Wealth Management’s Heritage Financial HFWA Stock Holding History

AE Wealth Management’s Portfolio HFWA Stock Details HFWA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-16,712
Closed -$512K – 1928
2022
Q4 		$512K Buy
+16,712
New +$512K ﹤0.01% 1305