Heritage Oak Wealth Advisors LLC Spdr Ser Tr Spdr S&P Metals & Transaction History

Heritage Oak Wealth Advisors LLC

$217 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 28, 2024	BUY	$57.95 - $65.15 $1.96 Million - $2.21 Million	33,890 New	33,890 $2.01 Billion

Others Institutions Holding XME

# of Institutions

329

Shares Held

23.5M

Call Options Held

2.62M

Put Options Held

10M

Bank Of America Corp Charlotte, NC

2.3M
Shares

$159 Million
0.01% of portfolio
Morgan Stanley New York, NY

2.25M
Shares

$156 Million
0.01% of portfolio
Goldman Sachs Group Inc New York, NY

1.69M
Shares

$117 Million
0.02% of portfolio
Bessemer Group Inc Woodbridge, NJ

1.54M
Shares

$106 Million
0.16% of portfolio
Vanderbilt University Nashville, TN

968K
Shares

$66.8 Million
11.42% of portfolio

About SPDR SER TR SPDR S&P METALS &

Ticker XME
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Oak Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Oak Wealth Advisors LLC with notifications on news.