A detailed history of Heritage Oak Wealth Advisors LLC transactions in Dollar Tree, Inc. stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 4,298 shares of DLTR stock, worth $307,307. This represents 0.14% of its overall portfolio holdings.

Number of Shares
4,298
Holding current value
$307,307
% of portfolio
0.14%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024

BUY
$63.56 - $107.36 $273,180 - $461,433
4,298 New
4,298 $302 Million

Others Institutions Holding DLTR

About DOLLAR TREE, INC.


  • Ticker DLTR
  • Exchange NASDAQ
  • Sector Consumer Defensive
  • Industry Discount Stores
  • Shares Outstandng 223,936,992
  • Market Cap $16B
  • Description
  • Dollar Tree, Inc. operates discount variety retail stores. It operates in two segments, Dollar Tree and Family Dollar. The Dollar Tree segment offers merchandise at the fixed price of $ 1.25. It provides consumable merchandise, including candy and food, and health and personal care, as well as everyday consumables, such as household paper and ch...
More about DLTR
Track This Portfolio

Track Heritage Oak Wealth Advisors LLC Portfolio

Follow Heritage Oak Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Oak Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Oak Wealth Advisors LLC with notifications on news.