Heritage Oak Wealth Advisors LLC First Trust Small Cap Growth A Transaction History
Heritage Oak Wealth Advisors LLC
- $217 Billion
- Q3 2024
A detailed history of Heritage Oak Wealth Advisors LLC transactions in First Trust Small Cap Growth A stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 95,843 shares of FYC stock, worth $7.79 Million. This represents 3.28% of its overall portfolio holdings.
Number of Shares
95,843Holding current value
$7.79 Million% of portfolio
3.28%Shares
1 transactions
Others Institutions Holding FYC
# of Institutions
88Shares Held
3.02MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC471KShares$38.2 Million0.02% of portfolio
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First Trust Advisors LP Wheaton, IL271KShares$22 Million0.02% of portfolio
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J Arnold Wealth Management CO Youngstown, OH209KShares$17 Million4.52% of portfolio
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Royal Bank Of Canada Toronto, A6170KShares$13.8 Million0.0% of portfolio
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Morgan Stanley New York, NY168KShares$13.6 Million0.0% of portfolio