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HWA
LTC
Heritage Wealth Advisors’s
LTC Properties
LTC
Stock Holding History
Heritage Wealth Advisors’s Portfolio
LTC Stock Details
LTC Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$1.86K
Hold
50
–
–
﹤0.01%
630
2025
Q4
$1.72K
Hold
50
–
–
﹤0.01%
548
2025
Q3
$1.84K
Hold
50
–
–
﹤0.01%
529
2025
Q2
$1.73K
Hold
50
–
–
﹤0.01%
521
2025
Q1
$1.77K
Hold
50
–
–
﹤0.01%
512
2024
Q4
$1.73K
Hold
50
–
–
﹤0.01%
562
2024
Q3
$1.83K
Hold
50
–
–
﹤0.01%
548
2024
Q2
$1.73K
Hold
50
–
–
﹤0.01%
479
2024
Q1
$1.63K
Hold
50
–
–
﹤0.01%
501
2023
Q4
$1.61K
Hold
50
–
–
﹤0.01%
509
2023
Q3
$1.61K
Hold
50
–
–
﹤0.01%
467
2023
Q2
$1.65K
Hold
50
–
–
﹤0.01%
505
2023
Q1
$1.76K
Hold
50
–
–
﹤0.01%
519
2022
Q4
$1.78K
Hold
50
–
–
﹤0.01%
511
2022
Q3
$1.87K
Hold
50
–
–
﹤0.01%
483
2022
Q2
$2K
Hold
50
–
–
﹤0.01%
525
2022
Q1
$2K
Hold
50
–
–
﹤0.01%
503
2021
Q4
$2K
Buy
+50
New
+$1.67K
﹤0.01%
516
Other funds holding LTC
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
American Century Companies
Kansas City, Missouri
$194B AUM
35%
1-Year Est. Return
Two Sigma Investments
New York
$121B AUM
33.93%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
ACM
Advisors Capital Management
Ridgewood, New Jersey
$8.58B AUM
23.43%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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