Heritage Oak Wealth Advisors LLC Bny Mellon ETF Tr High Yield B Call Options Transaction History
Heritage Oak Wealth Advisors LLC
- $217 Billion
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding BKHY
# of Institutions
46Shares Held
5.85MCall Options Held
0Put Options Held
0-
Rpoa Advisors, Inc. Plano, TX4.61MShares$223 Million5.99% of portfolio
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Envestnet Asset Management Inc255KShares$12.4 Million0.0% of portfolio
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Assetmark, Inc186KShares$9 Million0.03% of portfolio
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Cetera Investment Advisers Schaumburg, IL141KShares$6.85 Million0.02% of portfolio
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Jpmorgan Chase & CO New York, NY108KShares$5.24 Million0.0% of portfolio