Heritage Oak Wealth Advisors LLC Invesco ETF Tr Ii S&P 500 High Transaction History
Heritage Oak Wealth Advisors LLC
- $217 Billion
- Q3 2024
A detailed history of Heritage Oak Wealth Advisors LLC transactions in Invesco ETF Tr Ii S&P 500 High stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 25,583 shares of SPHD stock, worth $1.28 Million. This represents 0.6% of its overall portfolio holdings.
Number of Shares
25,583Holding current value
$1.28 Million% of portfolio
0.6%Shares
1 transactions
Others Institutions Holding SPHD
# of Institutions
352Shares Held
21.9MCall Options Held
70.8KPut Options Held
7.5K-
Morgan Stanley New York, NY2.4MShares$120 Million0.01% of portfolio
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Clal Insurance Enterprises Holdings LTD Tel Aviv, L32.1MShares$105 Million0.98% of portfolio
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Lpl Financial LLC Fort Mill, SC1.88MShares$94.5 Million0.04% of portfolio
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Bank Of America Corp Charlotte, NC1.17MShares$58.5 Million0.0% of portfolio
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Royal Bank Of Canada Toronto, A61.12MShares$56.2 Million0.01% of portfolio