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Hefty Wealth Partners
Portfolio value
Hefty Wealth Partners portfolio value
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$155,247,000
is the total value of the holdings Hefty Wealth Partners reported in Q1 2018.
Holdings
Activity
History
Value
Filings
$155,247,000
Q1 2018
$161,463,000
Q4 2017
$151,265,000
Q3 2017
$146,400,000
Q2 2017
$137,450,000
Q1 2017
$119,345,000
Q4 2016
$131,753,000
Q3 2016
$121,184,000
Q2 2016
$106,902,000
Q1 2016
$104,902,000
Q4 2015