Heritage Oak Wealth Advisors LLC Purchases and Sells in Q3 2024

Heritage Oak Wealth Advisors LLC

  • $217 Billion
  • Q3 2024

Top Buys

Incresed Positions

12 operations
Stock Shares change Price Range Shares Held Trade History
21.1K
+ 406.92%
$197.34 - $237.68 $4.16M - $5.01M
26.2K $5.92B
8.65K
+ 636.42%
$395.15 - $467.56 $3.42M - $4.04M
10K $4.31B
26.9K
+ 187.64%
$98.91 - $134.91 $2.66M - $3.63M
41.2K $5.01B
15K
+ 256.58%
$161.02 - $200.0 $2.41M - $3M
20.8K $3.88B
27.5K
+ 829.08%
$67.67 - $80.78 $1.86M - $2.22M
30.8K $2.49B
2.92K
+ 318.32%
$453.41 - $572.44 $1.32M - $1.67M
3.84K $2.2B
View all

New Holdings

127 operations
Stock Shares change Price Range Shares Held Trade History
25K
New
$517.38 - $573.86 $12.9M - $14.3M
25K $14.3B
FIRST TR EXCHNG TRADED FD VI
378K
New
N/A
378K $13.9B
16.2K
New
$434.77 - $502.96 $7.06M - $8.17M
16.2K $7.92B
95.8K
New
$65.44 - $74.98 $6.27M - $7.19M
95.8K $7.13B
94.9K
New
$55.91 - $65.87 $5.31M - $6.25M
94.9K $5.65B
20.1K
New
$240.48 - $267.94 $4.84M - $5.39M
20.1K $5.38B
View all

Top Sells

Reduced Positions

10 operations
Stock Shares change Price Range Shares Held Trade History
-483K
- 60.23%
$66.91 - $81.4 $32.3M - $39.3M
319K $25.7B
-6.53K
- 44.09%
$215.56 - $246.98 $1.41M - $1.61M
8.29K $2.01B
-7.56K
- 51.14%
$100.3 - $100.74 $758K - $761K
7.22K $727M
-2.06K
- 64.73%
$213.3 - $270.78 $440K - $559K
1.12K $305M
-4.38K
- 55.2%
$62.69 - $73.01 $275K - $320K
3.56K $256M
-1.18K
- 42.1%
$123.32 - $147.38 $146K - $174K
1.62K $221M
View all
Activity Summary
Buys All Purchases 139 New Holdings 127 Increased Positions 12 Sells All Sells 10 Reductions 10 Sold out 0 Options Calls 0 Puts 0
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