Heritage Wealth Advisors's ownership history for PTY

Heritage Wealth Advisors currently holds 1.9K shares with a market value of $27.7K. It started holding PTY on 2024-09-30. At its peak, it held 1.9K shares on 2025-09-30. Its highest holding value was $27.7K on 2025-09-30. At its lowest, it held 820 shares on 2024-09-30, with a value of $11.8K on 2024-12-31. In the recent 180 days, Heritage Wealth Advisors has increased its shares by 300. In the recent year, Heritage Wealth Advisors has increased its shares by 1.1K.