Heritage Wealth Advisors's ownership history for CBRE
Heritage Wealth Advisors currently holds 482 shares with a market value of $65.3K. It started holding CBRE on 2024-09-30. At its peak, it held 2.7K shares on 2024-09-30. Its highest holding value was $424.0K on 2025-12-31. At its lowest, it held 482 shares on 2026-03-31, with a value of $65.3K on 2026-03-31. In the recent 180 days, Heritage Wealth Advisors has decreased its shares by 2.2K. In the recent year, Heritage Wealth Advisors has decreased its shares by 2.2K.
Heritage Wealth Advisors's ownership history for CBRE