Heritage Oak Wealth Advisors LLC Ishares Core S&P U.S Growth Et Transaction History
Heritage Oak Wealth Advisors LLC
- $217 Billion
- Q3 2024
A detailed history of Heritage Oak Wealth Advisors LLC transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 29,376 shares of IUSG stock, worth $4.08 Million. This represents 1.79% of its overall portfolio holdings.
Number of Shares
29,376Holding current value
$4.08 Million% of portfolio
1.79%Shares
1 transactions
Others Institutions Holding IUSG
# of Institutions
725Shares Held
113MCall Options Held
3.9KPut Options Held
3.1K-
Bank Of America Corp Charlotte, NC38MShares$5.28 Billion0.43% of portfolio
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Lpl Financial LLC Fort Mill, SC14.8MShares$2.05 Billion0.96% of portfolio
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Morgan Stanley New York, NY12.9MShares$1.78 Billion0.13% of portfolio
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Jones Financial Companies Lllp6.85MShares$950 Million1.01% of portfolio
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Envestnet Asset Management Inc2.16MShares$300 Million0.09% of portfolio