Heritage Oak Wealth Advisors LLC Pgim ETF Tr Transaction History
Heritage Oak Wealth Advisors LLC
- $217 Billion
- Q3 2024
Shares
1 transactions
Others Institutions Holding PULS
# of Institutions
304Shares Held
97.6MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY25.3MShares$1.26 Billion0.1% of portfolio
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Morgan Stanley New York, NY12.3MShares$610 Million0.05% of portfolio
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Bank Of America Corp Charlotte, NC7.72MShares$383 Million0.03% of portfolio
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Prudential Financial Inc Newark, NJ6.91MShares$343 Million0.52% of portfolio
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Lpl Financial LLC Fort Mill, SC6.16MShares$306 Million0.14% of portfolio