Heritage Oak Wealth Advisors LLC First Tr Exch Trd Fd Viii Ft C Transaction History
Heritage Oak Wealth Advisors LLC
- $217 Billion
- Q3 2024
A detailed history of Heritage Oak Wealth Advisors LLC transactions in First Tr Exch Trd Fd Viii Ft C stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 10,000 shares of FJUL stock, worth $496,300. This represents 0.22% of its overall portfolio holdings.
Number of Shares
10,000Holding current value
$496,300% of portfolio
0.22%Shares
1 transactions
Others Institutions Holding FJUL
# of Institutions
146Shares Held
6.82MCall Options Held
0Put Options Held
0-
Cwm, LLC487KShares$24.2 Million0.1% of portfolio
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Envestnet Asset Management Inc469KShares$23.3 Million0.01% of portfolio
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Raymond James & Associates St Petersburg, FL465KShares$23.1 Million0.01% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL405KShares$20.1 Million0.03% of portfolio
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Mc Carthy & Cox Marysville, OH400KShares$19.9 Million7.38% of portfolio