Heritage Oak Wealth Advisors LLC Consumer Staples Sector Spdr Transaction History
Heritage Oak Wealth Advisors LLC
- $217 Billion
- Q3 2024
A detailed history of Heritage Oak Wealth Advisors LLC transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 9,535 shares of XLP stock, worth $725,041. This represents 0.36% of its overall portfolio holdings.
Number of Shares
9,535Holding current value
$725,041% of portfolio
0.36%Shares
1 transactions
Others Institutions Holding XLP
# of Institutions
1,311Shares Held
172MCall Options Held
13.4MPut Options Held
18.7M-
Bank Of America Corp Charlotte, NC28.6MShares$2.17 Billion0.18% of portfolio
-
Barclays PLC London, X010.3MShares$782 Million0.23% of portfolio
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Morgan Stanley New York, NY9.74MShares$741 Million0.05% of portfolio
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Goldman Sachs Group Inc New York, NY7.94MShares$604 Million0.1% of portfolio
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Jpmorgan Chase & CO New York, NY6.36MShares$484 Million0.04% of portfolio