Heritage Oak Wealth Advisors LLC Global X Fds Us Infrastructure Transaction History

Heritage Oak Wealth Advisors LLC

  • $275 Billion
  • Q3 2025

A detailed history of Heritage Oak Wealth Advisors LLC transactions in Global X Fds Us Infrastructure stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 6,451 shares of PAVE stock, worth $303,132. This represents 0.11% of its overall portfolio holdings.

Number of Shares
6,451
Previous 7,650 15.67%
Holding current value
$303,132
Previous $333 Million 7.84%
% of portfolio
0.11%
Previous 0.13%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
SELL
$44.02 - $47.63 $52,779 - $57,108
-1,199 Reduced 15.67%
6,451 $307 Million
Q2 2025

Jul 15, 2025
SELL
$33.78 - $43.68 $202 - $262
-6 Reduced 0.08%
7,650 $333 Million
Q1 2025

Apr 28, 2025
SELL
$37.31 - $43.82 $802,612 - $942,655
-21,512 Reduced 73.75%
7,656 $289 Million
Q4 2024

Feb 05, 2025
BUY
$40.41 - $45.95 $1.18 Million - $1.34 Million
29,168 New
29,168 $1.18 Billion
Q2 2024

Aug 28, 2024
BUY
$36.91 - $39.72 $776,918 - $836,066
21,049 New
21,049 $779 Million

Others Institutions Holding PAVE

# of Institutions
685
Shares Held
145M
Call Options Held
51.6K
Put Options Held
0
View Full List

About GLOBAL X FDS US INFRASTRUCTURE

PAVE Quotes by TradingView
  • Ticker PAVE
  • Sector ETFs
  • Industry ETFs
More about PAVE
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