Heritage Oak Wealth Advisors LLC Ishares Tr Transaction History
Heritage Oak Wealth Advisors LLC
- $217 Billion
- Q3 2024
Shares
1 transactions
Others Institutions Holding MBB
# of Institutions
923Shares Held
324MCall Options Held
242KPut Options Held
1.64M-
Bank Of America Corp Charlotte, NC72.8MShares$6.78 Billion0.6% of portfolio
-
Jpmorgan Chase & CO New York, NY34.7MShares$3.23 Billion0.27% of portfolio
-
Envestnet Asset Management Inc27.4MShares$2.55 Billion0.87% of portfolio
-
Lpl Financial LLC Fort Mill, SC19.2MShares$1.79 Billion0.84% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa16.9MShares$1.57 Billion0.68% of portfolio