Heritage Wealth Advisors's ownership history for JEPI

Heritage Wealth Advisors currently holds 314 shares with a market value of $17.8K. It started holding JEPI on 2026-03-31. At its peak, it held 314 shares on 2026-03-31. Its highest holding value was $17.8K on 2026-03-31. At its lowest, it held 314 shares on 2026-03-31, with a value of $17.8K on 2026-03-31.