Heritage Oak Wealth Advisors LLC CORE SCIENTIFIC INC NEW Transaction History

Heritage Oak Wealth Advisors LLC

  • $259 Billion
  • Q2 2025
Number of Shares
753,846
Previous 736,137 2.41%
Holding current value
$12.9 Billion
Previous $5.33 Billion 141.45%
% of portfolio
4.97%
Previous 2.34%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 15, 2025
BUY
N/A
17,709 Added 2.41%
753,846 $12.9 Billion
Q1 2025

Apr 28, 2025
BUY
N/A
2,985 Added 0.41%
736,137 $5.33 Billion
Q4 2024

Feb 05, 2025
BUY
N/A
733,152 New
733,152 $10.3 Billion
Q2 2024

Aug 28, 2024
BUY
N/A
250,916 New
250,916 $2.33 Billion
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