Heritage Oak Wealth Advisors LLC Ishares U S ETF Tr Int Rate He Call Options Transaction History
Heritage Oak Wealth Advisors LLC
- $217 Billion
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding HYGH
# of Institutions
71Shares Held
1.27MCall Options Held
0Put Options Held
0-
Minich Mac Gregor Wealth Management, LLC164KShares$14.4 Million3.1% of portfolio
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Lpl Financial LLC Fort Mill, SC102KShares$8.98 Million0.0% of portfolio
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Ubs Group Ag84.6KShares$7.42 Million0.0% of portfolio
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Sound Income Strategies, LLC70KShares$6.13 Million0.41% of portfolio
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Foundations Investment Advisors, LLC67.1KShares$5.88 Million0.12% of portfolio