Heritage Oak Wealth Advisors LLC Options Holdings

Heritage Oak Wealth Advisors LLC

  • $213 Billion
  • Q4 2024

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 76
  • Current Value $213 Billion
  • Prior Value $217 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 05, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 52 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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