Heritage Oak Wealth Advisors LLC First Tr Exch Tr Fd Viii Cboe Transaction History

Heritage Oak Wealth Advisors LLC

$213 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 23, 2024	BUY	$43.21 - $46.51 $487,106 - $524,307	11,273 New	11,273 $524 Million

Others Institutions Holding FMAY

# of Institutions

130

Shares Held

5.09M

Call Options Held

0

Put Options Held

0

Focus Wealth Advisors, LLC

488K
Shares

$22.5 Million
13.55% of portfolio
Commonwealth Equity Services, LLC

344K
Shares

$15.9 Million
0.02% of portfolio
Raymond James Financial Inc St. Petersburg, FL

270K
Shares

$12.5 Million
0.0% of portfolio
Mc Carthy & Cox Marysville, OH

239K
Shares

$11 Million
3.93% of portfolio
Reap Financial Group, LLC Austin, TX

211K
Shares

$9.76 Million
2.49% of portfolio

About FIRST TR EXCH-TR FD VIII CBOE

Ticker FMAY
Sector Technology

More about FMAY

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