Heritage Oak Wealth Advisors LLC Strategy Shs Day Hagan/Ned Dav Transaction History

Heritage Oak Wealth Advisors LLC

$217 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 28, 2024	BUY	$36.32 - $39.68 $486,179 - $531,156	13,386 New	13,386 $529 Million

Others Institutions Holding SSUS

# of Institutions

69

Shares Held

12.4M

Call Options Held

0

Put Options Held

0

Integrated Wealth Concepts LLC

1.27M
Shares

$54.4 Million
0.68% of portfolio
Cwm, LLC

976K
Shares

$41.8 Million
0.17% of portfolio
Royal Bank Of Canada Toronto, A6

942K
Shares

$40.4 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

886K
Shares

$38 Million
0.05% of portfolio
Iht Wealth Management, LLC Chicago, IL

842K
Shares

$36.1 Million
1.02% of portfolio

About STRATEGY SHS DAY HAGAN/NED DAV

Ticker SSUS
Sector ETFs
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