A detailed history of Heritage Oak Wealth Advisors LLC transactions in Ishares U S ETF Tr Int Rate He stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 49,251 shares of HYGH stock, worth $4.29 Million. This represents 1.96% of its overall portfolio holdings.

Number of Shares
49,251
Holding current value
$4.29 Million
% of portfolio
1.96%

Shares

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

Oct 23, 2024

BUY
$81.98 - $86.24 $4.04 Million - $4.25 Million
49,251 New
49,251 $4.25 Billion

Others Institutions Holding HYGH

About ISHARES U S ETF TR INT RATE HE


  • Ticker HYGH
  • Sector ETFs
  • Industry ETFs
More about HYGH
Track This Portfolio

Track Heritage Oak Wealth Advisors LLC Portfolio

Follow Heritage Oak Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Oak Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Oak Wealth Advisors LLC with notifications on news.