Heritage Oak Wealth Advisors LLC Ishares U S ETF Tr Int Rate He Transaction History
Heritage Oak Wealth Advisors LLC
- $217 Billion
- Q3 2024
A detailed history of Heritage Oak Wealth Advisors LLC transactions in Ishares U S ETF Tr Int Rate He stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 49,251 shares of HYGH stock, worth $4.23 Million. This represents 1.96% of its overall portfolio holdings.
Number of Shares
49,251Holding current value
$4.23 Million% of portfolio
1.96%Shares
1 transactions
Others Institutions Holding HYGH
# of Institutions
71Shares Held
1.26MCall Options Held
0Put Options Held
0-
Minich Mac Gregor Wealth Management, LLC156KShares$13.4 Million3.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC102KShares$8.8 Million0.0% of portfolio
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Ubs Group Ag84.6KShares$7.27 Million0.0% of portfolio
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Sound Income Strategies, LLC67.2KShares$5.78 Million0.41% of portfolio
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Dfpg Investments, LLC61.7KShares$5.3 Million0.4% of portfolio