Heritage Oak Wealth Advisors LLC Walmart Inc. Transaction History
Heritage Oak Wealth Advisors LLC
- $217 Billion
- Q3 2024
A detailed history of Heritage Oak Wealth Advisors LLC transactions in Walmart Inc. stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 318,788 shares of WMT stock, worth $28.8 Million. This represents 11.86% of its overall portfolio holdings.
Number of Shares
318,788
Previous 801,582
60.23%
Holding current value
$28.8 Million
Previous $54.3 Billion
52.57%
% of portfolio
11.86%
Previous 27.44%
Shares
2 transactions
Others Institutions Holding WMT
# of Institutions
3,791Shares Held
2.63BCall Options Held
50.2MPut Options Held
43.1M-
Vanguard Group Inc Valley Forge, PA421MShares$38 Billion0.62% of portfolio
-
Black Rock Inc. New York, NY297MShares$26.9 Billion0.46% of portfolio
-
State Street Corp Boston, MA184MShares$16.7 Billion0.62% of portfolio
-
Geode Capital Management, LLC Boston, MA87.6MShares$7.92 Billion0.58% of portfolio
-
Morgan Stanley New York, NY78.3MShares$7.08 Billion0.47% of portfolio
About Walmart Inc.
- Ticker WMT
- Exchange NYSE
- Sector Consumer Defensive
- Industry Discount Stores
- Shares Outstandng 2,714,240,000
- Market Cap $245B
- Description
- Walmart Inc. engages in the operation of retail, wholesale, and other units worldwide. The company operates through three segments: Walmart U.S., Walmart International, and Sam's Club. It operates supercenters, supermarkets, hypermarkets, warehouse clubs, cash and carry stores, and discount stores; membership-only warehouse clubs; ecommerce webs...