Heritage Oak Wealth Advisors LLC First Tr Ex Tr Fd Viii Ft Cboe Transaction History
Heritage Oak Wealth Advisors LLC
- $228 Billion
- Q1 2025
A detailed history of Heritage Oak Wealth Advisors LLC transactions in First Tr Ex Tr Fd Viii Ft Cboe stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 5,728 shares of DDEC stock, worth $224,365. This represents 0.1% of its overall portfolio holdings.
Number of Shares
5,728Holding current value
$224,365% of portfolio
0.1%Shares
1 transactions
Others Institutions Holding DDEC
# of Institutions
111Shares Held
3.5MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC265KShares$10.4 Million0.02% of portfolio
-
Fischer Investment Strategies, LLC Westlake Village, CA194KShares$7.61 Million6.2% of portfolio
-
Kestra Advisory Services, LLC190KShares$7.42 Million0.04% of portfolio
-
Beacon Financial Group135KShares$5.31 Million0.61% of portfolio
-
Armis Advisers, LLC Atlanta, GA125KShares$4.91 Million0.62% of portfolio