Heritage Oak Wealth Advisors LLC Spdr Bloomberg Investment Grad Transaction History
Heritage Oak Wealth Advisors LLC
- $217 Billion
- Q3 2024
A detailed history of Heritage Oak Wealth Advisors LLC transactions in Spdr Bloomberg Investment Grad stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 7,247 shares of FLRN stock, worth $222,410. This represents 0.1% of its overall portfolio holdings.
Number of Shares
7,247Holding current value
$222,410% of portfolio
0.1%Shares
1 transactions
Others Institutions Holding FLRN
# of Institutions
335Shares Held
53.6MCall Options Held
1.4KPut Options Held
200-
Ameriprise Financial Inc Minneapolis, MN3.49MShares$107 Million0.03% of portfolio
-
Wealthfront Advisers LLC3.39MShares$104 Million0.33% of portfolio
-
Wells Fargo & Company San Francisco, CA2.52MShares$77.4 Million0.02% of portfolio
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Lpl Financial LLC Fort Mill, SC2.29MShares$70.3 Million0.03% of portfolio
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Morgan Stanley New York, NY1.95MShares$59.7 Million0.0% of portfolio