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 $4.14 Million. This represents 1.79% of its overall portfolio holdings.
Number of Shares
29,376Holding current value
$4.14 Million% of portfolio
1.79%Shares
1 transactions
Others Institutions Holding IUSG
# of Institutions
740Shares Held
115MCall Options Held
6.3KPut Options Held
3.3K-
Bank Of America Corp Charlotte, NC39.2MShares$5.53 Billion0.44% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.9MShares$2.1 Billion0.9% of portfolio
-
Morgan Stanley New York, NY13.1MShares$1.85 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.08MShares$999 Million0.96% of portfolio
-
Envestnet Asset Management Inc2.16MShares$305 Million0.09% of portfolio