Heritage Oak Wealth Advisors LLC Utilities Sector Spdr Transaction History
Heritage Oak Wealth Advisors LLC
- $217 Billion
- Q3 2024
A detailed history of Heritage Oak Wealth Advisors LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 30,799 shares of XLU stock, worth $2.41 Million. This represents 1.15% of its overall portfolio holdings.
Number of Shares
30,799
Previous 3,315
829.08%
Holding current value
$2.41 Million
Previous $226 Million
1001.43%
% of portfolio
1.15%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding XLU
# of Institutions
1,448Shares Held
175MCall Options Held
20.8MPut Options Held
27.3M-
Bank Of America Corp Charlotte, NC14.1MShares$1.11 Billion0.09% of portfolio
-
International Assets Investment Management, LLC Orlando, FL11.9MShares$929 Million0.35% of portfolio
-
Morgan Stanley New York, NY11.1MShares$866 Million0.06% of portfolio
-
Goldman Sachs Group Inc New York, NY7.64MShares$599 Million0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.62MShares$441 Million0.21% of portfolio