Heritage Oak Wealth Advisors LLC Select Sector Spdr Tr Communic Transaction History
Heritage Oak Wealth Advisors LLC
- $228 Billion
- Q1 2025
A detailed history of Heritage Oak Wealth Advisors LLC transactions in Select Sector Spdr Tr Communic stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 5,290 shares of XLC stock, worth $504,718. This represents 0.22% of its overall portfolio holdings.
Number of Shares
5,290Holding current value
$504,718% of portfolio
0.22%Shares
1 transactions
Others Institutions Holding XLC
# of Institutions
1,186Shares Held
186MCall Options Held
3.62MPut Options Held
4.64M-
Bank Of America Corp Charlotte, NC43.4MShares$4.14 Billion0.36% of portfolio
-
Jpmorgan Chase & CO New York, NY9.66MShares$922 Million0.08% of portfolio
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Wells Fargo & Company San Francisco, CA7.93MShares$757 Million0.18% of portfolio
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Morgan Stanley New York, NY6.79MShares$648 Million0.05% of portfolio
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Envestnet Asset Management Inc5.27MShares$503 Million0.17% of portfolio