Heritage Oak Wealth Advisors LLC Financial Sector Spdr Transaction History

Heritage Oak Wealth Advisors LLC

  • $217 Billion
  • Q3 2024

A detailed history of Heritage Oak Wealth Advisors LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 58,744 shares of XLF stock, worth $3.02 Million. This represents 1.23% of its overall portfolio holdings.

Number of Shares
58,744
Holding current value
$3.02 Million
% of portfolio
1.23%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024
BUY
$40.84 - $45.74 $2.4 Million - $2.69 Million
58,744 New
58,744 $2.66 Billion

Others Institutions Holding XLF

# of Institutions
1,900
Shares Held
710M
Call Options Held
160M
Put Options Held
323M
View Full List

About FINANCIAL SECTOR SPDR

XLF Quotes by TradingView
  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
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