Heritage Oak Wealth Advisors LLC Ishares 0 5 Year High Yield CO Transaction History
Heritage Oak Wealth Advisors LLC
- $217 Billion
- Q3 2024
Shares
1 transactions
Others Institutions Holding SHYG
# of Institutions
547Shares Held
126MCall Options Held
0Put Options Held
0-
Royal Bank Of Canada Toronto, A611.7MShares$504 Million0.12% of portfolio
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Bramshill Investments, LLC Naples, FL9.52MShares$411 Million44.12% of portfolio
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Empower Advisory Group, LLC Greenwood Village, CO8.11MShares$350 Million1.19% of portfolio
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Personal Capital Advisors Corp8.07MShares$348 Million1.6% of portfolio
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Assetmark, Inc7.73MShares$333 Million0.96% of portfolio