Heritage Oak Wealth Advisors LLC Vaneck ETF Tr Fallen Angel Hig Transaction History

Heritage Oak Wealth Advisors LLC

$217 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 28, 2024	BUY	$28.14 - $28.86 $272,395 - $279,364	9,680 New	9,680 $274 Million

Others Institutions Holding ANGL

# of Institutions

365

Shares Held

76.4M

Call Options Held

200

Put Options Held

200

Bank Of America Corp Charlotte, NC

8.49M
Shares

$248 Million
0.02% of portfolio
State Of Tennessee, Treasury Department Nashville, TN

4.93M
Shares

$144 Million
0.52% of portfolio
Lpl Financial LLC Fort Mill, SC

3.77M
Shares

$110 Million
0.05% of portfolio
Capital Investment Advisors, LLC

2.81M
Shares

$82 Million
1.73% of portfolio
Cerity Partners LLC New York, NY

2.8M
Shares

$81.8 Million
0.18% of portfolio

About VANECK ETF TR FALLEN ANGEL HIG

Ticker ANGL
Sector ETFs
Industry ETFs

More about ANGL

Track This Portfolio

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.