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

Heritage Oak Wealth Advisors LLC

  • $228 Billion
  • Q1 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 7,656 shares of PAVE stock, worth $293,837. This represents 0.13% of its overall portfolio holdings.

Number of Shares
7,656
Previous 29,168 73.75%
Holding current value
$293,837
Previous $1.18 Billion 75.49%
% of portfolio
0.13%
Previous 0.55%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
634
Shares Held
148M
Call Options Held
59.5K
Put Options Held
40.4K
View Full List

About GLOBAL X FDS US INFRASTRUCTURE

PAVE Quotes by TradingView
  • Ticker PAVE
  • Sector ETFs
  • Industry ETFs
More about PAVE
Track This Portfolio

Track Heritage Oak Wealth Advisors LLC Portfolio

Follow Heritage Oak Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email