Heritage Oak Wealth Advisors LLC Spdr Gold Trust Transaction History
Heritage Oak Wealth Advisors LLC
- $217 Billion
- Q3 2024
A detailed history of Heritage Oak Wealth Advisors LLC transactions in Spdr Gold Trust stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 8,286 shares of GLD stock, worth $2.04 Million. This represents 0.93% of its overall portfolio holdings.
Number of Shares
8,286
Previous 14,820
44.09%
Holding current value
$2.04 Million
Previous $3.19 Billion
36.79%
% of portfolio
0.93%
Previous 1.61%
Shares
2 transactions
Others Institutions Holding GLD
# of Institutions
2,489Shares Held
127MCall Options Held
89.2MPut Options Held
64.9M-
Bank Of America Corp Charlotte, NC11.4MShares$2.82 Billion0.23% of portfolio
-
Morgan Stanley New York, NY10.1MShares$2.49 Billion0.18% of portfolio
-
Ubs Group Ag4.77MShares$1.18 Billion0.26% of portfolio
-
Wells Fargo & Company San Francisco, CA3.99MShares$985 Million0.22% of portfolio
-
First Eagle Investment Management, LLC3.34MShares$825 Million1.69% of portfolio
About SPDR GOLD TRUST
- Ticker GLD
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 345,100,000
- Market Cap $85.1B