Heritage Oak Wealth Advisors LLC First Tr Exch Tr Fd Viii Cboe 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 Tr Fd Viii Cboe stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 11,273 shares of FMAY stock, worth $536,256. This represents 0.24% of its overall portfolio holdings.
Number of Shares
11,273Holding current value
$536,256% of portfolio
0.24%Shares
1 transactions
Others Institutions Holding FMAY
# of Institutions
125Shares Held
5.24MCall Options Held
0Put Options Held
0-
Focus Wealth Advisors, LLC485KShares$23.1 Million12.32% of portfolio
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Commonwealth Equity Services, LLC359KShares$17.1 Million0.03% of portfolio
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Envestnet Asset Management Inc318KShares$15.1 Million0.0% of portfolio
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Cetera Investment Advisers Schaumburg, IL253KShares$12 Million0.03% of portfolio
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Mc Carthy & Cox Marysville, OH240KShares$11.4 Million4.28% of portfolio