Heritage Wealth Advisors's ownership history for UBSI


Heritage Wealth Advisors currently holds 13.2K shares with a market value of $490.5K. It started holding UBSI on 2024-09-30. At its peak, it held 21.9K shares on 2024-09-30. Its highest holding value was $813.4K on 2024-09-30. At its lowest, it held 13.2K shares on 2025-09-30, with a value of $490.5K on 2025-09-30. In the recent 180 days, Heritage Wealth Advisors has decreased its shares by 5.4K. In the recent year, Heritage Wealth Advisors has decreased its shares by 8.7K.


Heritage Wealth Advisors's ownership history for UBSI