Heritage Oak Wealth Advisors LLC Spdr Bloomberg High Yield Bond Transaction History

Heritage Oak Wealth Advisors LLC

$217 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 28, 2024	BUY	$92.57 - $94.69 $797,120 - $815,375	8,611 New	8,611 $812 Million

Others Institutions Holding JNK

# of Institutions

586

Shares Held

83.7M

Call Options Held

32.2K

Put Options Held

114K

State Street Corp Boston, MA

11.6M
Shares

$1.12 Billion
0.05% of portfolio
Clark Capital Management Group, Inc. Philadelphia, PA

6.48M
Shares

$625 Million
4.6% of portfolio
Goldman Sachs Group Inc New York, NY

6.18M
Shares

$596 Million
0.1% of portfolio
Wright Fund Management, LLC Santa Monica, CA

4.79M
Shares

$462 Million
21.52% of portfolio
Assetmark, Inc

4.45M
Shares

$429 Million
1.25% of portfolio

About SPDR BLOOMBERG HIGH YIELD BOND

Ticker JNK
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Oak Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Oak Wealth Advisors LLC with notifications on news.