Heritage Oak Wealth Advisors LLC Pgim ETF Tr Transaction History
Heritage Oak Wealth Advisors LLC
- $198 Billion
- Q2 2024
A detailed history of Heritage Oak Wealth Advisors LLC transactions in Pgim ETF Tr stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 168,006 shares of PULS stock, worth $8.35 Million. This represents 4.22% of its overall portfolio holdings.
Number of Shares
168,006Holding current value
$8.35 Million% of portfolio
4.22%Shares
1 transactions
Others Institutions Holding PULS
# of Institutions
292Shares Held
97.1MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY24.3MShares$1.21 Billion0.11% of portfolio
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Morgan Stanley New York, NY12.3MShares$611 Million0.05% of portfolio
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Bank Of America Corp Charlotte, NC7.72MShares$384 Million0.03% of portfolio
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Prudential Financial Inc Newark, NJ6.91MShares$343 Million0.52% of portfolio
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Lpl Financial LLC Fort Mill, SC6.1MShares$303 Million0.15% of portfolio