Heritage Oak Wealth Advisors LLC Ishares Tr Transaction History
Heritage Oak Wealth Advisors LLC
- $213 Billion
- Q4 2024
Shares
1 transactions
Others Institutions Holding IYY
# of Institutions
278Shares Held
3.87MCall Options Held
5.6KPut Options Held
100-
Morgan Stanley New York, NY472KShares$70.4 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC302KShares$45 Million0.02% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA162KShares$24.2 Million0.02% of portfolio
-
Savant Capital, LLC161KShares$24 Million0.19% of portfolio
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Ameriprise Financial Inc Minneapolis, MN149KShares$22.3 Million0.01% of portfolio