Heritage Oak Wealth Advisors LLC Ishares Tr Transaction History
Heritage Oak Wealth Advisors LLC
- $198 Billion
- Q2 2024
A detailed history of Heritage Oak Wealth Advisors LLC transactions in Ishares Tr stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 65,473 shares of HYG stock, worth $5.23 Million. This represents 2.55% of its overall portfolio holdings.
Number of Shares
65,473Holding current value
$5.23 Million% of portfolio
2.55%Shares
1 transactions
Others Institutions Holding HYG
# of Institutions
1,063Shares Held
224MCall Options Held
105MPut Options Held
268M-
Clark Capital Management Group, Inc. Philadelphia, PA25.7MShares$2.05 Billion14.91% of portfolio
-
Black Rock Inc. New York, NY14.5MShares$1.16 Billion0.03% of portfolio
-
Jane Street Group, LLC New York, NY13.6MShares$1.08 Billion1.19% of portfolio
-
Morgan Stanley New York, NY11.7MShares$932 Million0.07% of portfolio
-
Japan Science & Technology Agency Tokyo, M010.4MShares$830 Million11.13% of portfolio