Heritage Oak Wealth Advisors LLC First Trust Small Cap Growth A Transaction History

Heritage Oak Wealth Advisors LLC

  • $217 Billion
  • Q3 2024

A detailed history of Heritage Oak Wealth Advisors LLC transactions in First Trust Small Cap Growth A stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 95,843 shares of FYC stock, worth $7.97 Million. This represents 3.28% of its overall portfolio holdings.

Number of Shares
95,843
Holding current value
$7.97 Million
% of portfolio
3.28%

Shares

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

Oct 23, 2024
BUY
$65.44 - $74.98 $6.27 Million - $7.19 Million
95,843 New
95,843 $7.13 Billion

Others Institutions Holding FYC

# of Institutions
92
Shares Held
3.27M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TRUST SMALL CAP GROWTH A

FYC Quotes by TradingView
  • Ticker FYC
  • Sector ETFs
  • Industry ETFs
More about FYC
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.

Choose your preferred platform and Sign Up 👇 Telegram Email