Heritage Oak Wealth Advisors LLC Purchases and Sells in Q4 2024

Heritage Oak Wealth Advisors LLC

  • $213 Billion
  • Q4 2024

Top Buys

Incresed Positions

5 operations
Stock Shares change Price Range Shares Held Trade History
388K
+ 121.8%
$79.1 - $95.7 $30.7M - $37.2M
707K $63.9B
141K
+ 1952.05%
$100.16 - $100.7 $14.1M - $14.2M
148K $14.9B
6.69K
+ 80.75%
$236.59 - $257.5 $1.58M - $1.72M
15K $3.63B
25.3K
+ 47.7%
$36.54 - $37.53 $923K - $948K
78.2K $2.88B
227
+ 20.2%
$244.52 - $284.07 $55.5K - $64.5K
1.35K $333M

New Holdings

52 operations
Stock Shares change Price Range Shares Held Trade History
394K
New
$50.37 - $50.6 $19.9M - $19.9M
394K $19.9B
182K
New
$91.29 - $91.8 $16.7M - $16.8M
182K $16.7B
CORE SCIENTIFIC INC NEW
733K
New
N/A
733K $10.3B
MANAGED PORTFOLIO SERIES
316K
New
N/A
316K $7.98B
63.4K
New
$78.09 - $80.04 $4.95M - $5.08M
63.4K $4.99B
37.8K
New
$100.22 - $100.73 $3.79M - $3.81M
37.8K $3.79B
View all

Top Sells

Reduced Positions

19 operations
Stock Shares change Price Range Shares Held Trade History
-36.8K
- 89.31%
$117.0 - $148.88 $4.31M - $5.48M
4.41K $592M
-18K
- 68.5%
$220.26 - $241.44 $3.96M - $4.34M
8.27K $1.92B
-8.74K
- 87.37%
$406.35 - $454.46 $3.55M - $3.97M
1.26K $533M
-18.1K
- 86.91%
$180.88 - $232.93 $3.28M - $4.22M
2.73K $599M
-23.8K
- 90.22%
$96.64 - $101.23 $2.3M - $2.41M
2.58K $250M
-27.9K
- 90.58%
$74.89 - $82.93 $2.09M - $2.31M
2.9K $220M
View all
Activity Summary
Buys All Purchases 57 New Holdings 52 Increased Positions 5 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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