Heritage Oak Wealth Advisors LLC Ishares Core S&P U.S Growth Et Transaction History
Heritage Oak Wealth Advisors LLC
- $217 Billion
- Q3 2024
A detailed history of Heritage Oak Wealth Advisors LLC transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 29,376 shares of IUSG stock, worth $4.23 Million. This represents 1.79% of its overall portfolio holdings.
Number of Shares
29,376Holding current value
$4.23 Million% of portfolio
1.79%Shares
1 transactions
Others Institutions Holding IUSG
# of Institutions
757Shares Held
115MCall Options Held
6.3KPut Options Held
3.3K-
Bank Of America Corp Charlotte, NC39.2MShares$5.65 Billion0.44% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.9MShares$2.14 Billion0.9% of portfolio
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Morgan Stanley New York, NY13.1MShares$1.89 Billion0.13% of portfolio
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Jones Financial Companies Lllp7.08MShares$1.02 Billion0.96% of portfolio
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Envestnet Asset Management Inc2.16MShares$311 Million0.09% of portfolio