Heritage Oak Wealth Advisors LLC First Tr ETF Viii Cboe Vest Us Transaction History
Heritage Oak Wealth Advisors LLC
- $217 Billion
- Q3 2024
A detailed history of Heritage Oak Wealth Advisors LLC transactions in First Tr ETF Viii Cboe Vest Us stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 45,109 shares of FAUG stock, worth $2.1 Million. This represents 0.95% of its overall portfolio holdings.
Number of Shares
45,109Holding current value
$2.1 Million% of portfolio
0.95%Shares
1 transactions
Others Institutions Holding FAUG
# of Institutions
152Shares Held
6.26MCall Options Held
0Put Options Held
0-
Cetera Investment Advisers Schaumburg, IL449KShares$21 Million0.05% of portfolio
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Envestnet Asset Management Inc399KShares$18.6 Million0.01% of portfolio
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Cwm, LLC380KShares$17.7 Million0.07% of portfolio
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Mc Carthy & Cox Marysville, OH344KShares$16 Million6.03% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL244KShares$11.4 Million0.02% of portfolio