Heritage Oak Wealth Advisors LLC Invesco Exchange Traded Fd Tr Transaction History
Heritage Oak Wealth Advisors LLC
- $198 Billion
- Q2 2024
A detailed history of Heritage Oak Wealth Advisors LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 4,780 shares of RFG stock, worth $227,241. This represents 0.12% of its overall portfolio holdings.
Number of Shares
4,780Holding current value
$227,241% of portfolio
0.12%Shares
1 transactions
Others Institutions Holding RFG
# of Institutions
114Shares Held
2.64MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY372KShares$17.7 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC307KShares$14.6 Million0.01% of portfolio
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New England Private Wealth Advisors LLC Wellesley, MA196KShares$9.32 Million1.68% of portfolio
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Twelve Points Wealth Management LLC185KShares$8.78 Million3.27% of portfolio
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Pom Investment Strategies, LLC Raleigh, NC129KShares$6.15 Million5.04% of portfolio