Heritage Oak Wealth Advisors LLC Pimco ETF Tr Enhanced Sht Matu Transaction History
Heritage Oak Wealth Advisors LLC
- $217 Billion
- Q3 2024
Shares
1 transactions
Others Institutions Holding MINT
# of Institutions
703Shares Held
91.5MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY23.1MShares$2.32 Billion0.21% of portfolio
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Wells Fargo & Company San Francisco, CA9.1MShares$913 Million0.23% of portfolio
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Morgan Stanley New York, NY8.09MShares$812 Million0.06% of portfolio
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Assetmark, Inc6.7MShares$673 Million1.94% of portfolio
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Hb Wealth Management, LLC3.19MShares$320 Million3.46% of portfolio