Heritage Oak Wealth Advisors LLC Purchases and Sells in Q2 2025

Heritage Oak Wealth Advisors LLC

  • $259 Billion
  • Q2 2025

Top Buys

Incresed Positions

25 operations
Stock Shares change Price Range Shares Held Trade History
23.5K
+ 2.49%
$81.79 - $99.98 $1.92M - $2.35M
966K $94.5B
CORE SCIENTIFIC INC NEW
17.7K
+ 2.41%
N/A
754K $12.9B
69.2K
+ 166.5%
$91.43 - $91.74 $6.32M - $6.34M
111K $10.2B
72.5K
+ 360.22%
$35.3 - $37.51 $2.56M - $2.72M
92.6K $3.47B
36.6K
+ 9.18%
$50.36 - $50.68 $1.84M - $1.86M
435K $22.1B
MANAGED PORTFOLIO SERIES
2.38K
+ 0.51%
N/A
473K $12B
View all

New Holdings

15 operations
Stock Shares change Price Range Shares Held Trade History
28.7K
New
$416.06 - $551.64 $11.9M - $15.8M
28.7K $15.8B
28.3K
New
$108.12 - $135.04 $3.06M - $3.83M
28.3K $3.83B
129K
New
$22.87 - $24.35 $2.96M - $3.15M
129K $3.15B
93.6K
New
$22.4 - $23.8 $2.1M - $2.23M
93.6K $2.23B
27.9K
New
$45.12 - $46.32 $1.26M - $1.29M
27.9K $1.29B
ISHARES BITCOIN TRUST ETF
19.7K
New
N/A
19.7K $1.21B
View all

Top Sells

Reduced Positions

29 operations
Stock Shares change Price Range Shares Held Trade History
-139K
- 96.32%
$93.15 - $96.56 $13M - $13.4M
5.31K $508M
-10.9K
- 44.06%
$273.71 - $316.29 $2.97M - $3.43M
13.8K $4.2B
-43.4K
- 78.38%
$51.16 - $53.02 $2.22M - $2.3M
12K $634M
-94.6K
- 78.43%
$23.13 - $24.23 $2.19M - $2.29M
26K $631M
-16.9K
- 41.08%
$100.35 - $100.71 $1.7M - $1.7M
24.3K $2.44B
-27.5K
- 36.02%
$40.82 - $43.14 $1.12M - $1.19M
48.9K $2.11B
View all
Activity Summary
Buys All Purchases 40 New Holdings 15 Increased Positions 25 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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