Heritage Oak Wealth Advisors LLC Pimco ETF Tr Enhanced Sht Matu Transaction History
Heritage Oak Wealth Advisors LLC
- $228 Billion
- Q1 2025
A detailed history of Heritage Oak Wealth Advisors LLC transactions in Pimco ETF Tr Enhanced Sht Matu stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 7,765 shares of MINT stock, worth $779,761. This represents 0.34% of its overall portfolio holdings.
Number of Shares
7,765
Previous 37,782
79.45%
Holding current value
$779,761
Previous $3.79 Billion
79.39%
% of portfolio
0.34%
Previous 1.78%
Shares
3 transactions
Others Institutions Holding MINT
# of Institutions
760Shares Held
89.7MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY23.9MShares$2.4 Billion0.2% of portfolio
-
Morgan Stanley New York, NY7.76MShares$779 Million0.06% of portfolio
-
Assetmark, Inc7.38MShares$742 Million2.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.58MShares$360 Million0.15% of portfolio
-
Wells Fargo & Company San Francisco, CA3.53MShares$354 Million0.08% of portfolio