Heritage Oak Wealth Advisors LLC MANAGED PORTFOLIO SERIES Transaction History

Heritage Oak Wealth Advisors LLC

  • $228 Billion
  • Q1 2025
Number of Shares
470,355
Previous 315,655 49.01%
Holding current value
$11.3 Billion
Previous $7.98 Billion 41.28%
% of portfolio
4.95%
Previous 3.75%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 28, 2025
BUY
N/A
154,700 Added 49.01%
470,355 $11.3 Billion
Q4 2024

Feb 05, 2025
BUY
N/A
315,655 New
315,655 $7.98 Billion
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