Heritage Oak Wealth Advisors LLC First Trust Small Cap Growth A Transaction History

Heritage Oak Wealth Advisors LLC

  • $217 Billion
  • Q3 2024

A detailed history of Heritage Oak Wealth Advisors LLC transactions in First Trust Small Cap Growth A stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 95,843 shares of FYC stock, worth $7.85 Million. This represents 3.28% of its overall portfolio holdings.

Number of Shares
95,843
Holding current value
$7.85 Million
% of portfolio
3.28%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024
BUY
$65.44 - $74.98 $6.27 Million - $7.19 Million
95,843 New
95,843 $7.13 Billion

Others Institutions Holding FYC

# of Institutions
92
Shares Held
3.27M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TRUST SMALL CAP GROWTH A

FYC Quotes by TradingView
  • Ticker FYC
  • Sector ETFs
  • Industry ETFs
More about FYC
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