Heritage Wealth Advisors
Position in AGOX — Adaptive Alpha Opportunities ETF
CIK 1591122
RICHMOND, VA
All Filings in AGOX
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $111,466 | 3,216 | Shares | Sole | 2026-08-14 | |
| 2025-03-31 | $29,995 | 1,226 | Shares | Sole | 2025-05-08 | |
| No filing history on record for this holder in this stock. | ||||||