Heritage Oak Wealth Advisors LLC TORTOISE CAPITAL SERIES TRUS Transaction History

Heritage Oak Wealth Advisors LLC

  • $275 Billion
  • Q3 2025
Number of Shares
30,817
Previous 30,074 2.47%
Holding current value
$1.12 Billion
Previous $1.07 Billion 4.54%
% of portfolio
0.41%
Previous 0.41%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
BUY
N/A
743 Added 2.47%
30,817 $1.12 Billion
Q2 2025

Jul 15, 2025
BUY
N/A
30,074 New
30,074 $1.07 Billion
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