In a recent SEC filing, Heritage Wealth Management, LLC (0001834505) disclosed its N-PX form, which is an annual report of proxy voting record for management investment companies. This filing provides transparency into how the company voted on behalf of its clients on various corporate matters throughout the year. Investors and stakeholders can review this information to better understand the company’s approach to proxy voting and its commitment to corporate governance principles.
Heritage Wealth Management, LLC is a management investment company that focuses on providing wealth management services to its clients. The company aims to help individuals and families achieve their financial goals through personalized investment strategies. To learn more about Heritage Wealth Management, LLC and its services, you can visit their website here.
Overall, the N-PX filing by Heritage Wealth Management, LLC sheds light on its proxy voting practices and underscores the company’s dedication to transparency and accountability in managing investments on behalf of its clients. This filing serves as a valuable resource for investors looking to gain insight into the company’s governance practices and decision-making processes.
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Heritage Wealth Management, LLC Submits N-PX SEC Filing (0001834505)
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