Heritage Oak Wealth Advisors LLC Invesco S&P 500 Equal Weight E Transaction History

Heritage Oak Wealth Advisors LLC

  • $217 Billion
  • Q3 2024

A detailed history of Heritage Oak Wealth Advisors LLC transactions in Invesco S&P 500 Equal Weight E stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 10,348 shares of RSP stock, worth $1.83 Million. This represents 0.85% of its overall portfolio holdings.

Number of Shares
10,348
Holding current value
$1.83 Million
% of portfolio
0.85%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024
BUY
$162.83 - $179.16 $1.68 Million - $1.85 Million
10,348 New
10,348 $1.85 Billion

Others Institutions Holding RSP

# of Institutions
1,833
Shares Held
233M
Call Options Held
2.45M
Put Options Held
9.88M
View Full List

About INVESCO S&P 500 EQUAL WEIGHT E

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