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 $1.87 Million. This represents 0.85% of its overall portfolio holdings.
Number of Shares
10,348Holding current value
$1.87 Million% of portfolio
0.85%Shares
1 transactions
Others Institutions Holding RSP
# of Institutions
1,827Shares Held
231MCall Options Held
2.45MPut Options Held
9.88M-
Morgan Stanley New York, NY27.2MShares$4.93 Billion0.36% of portfolio
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Northwestern Mutual Wealth Management CO22.3MShares$4.05 Billion3.57% of portfolio
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Bank Of America Corp Charlotte, NC19.1MShares$3.47 Billion0.29% of portfolio
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Goldman Sachs Group Inc New York, NY7.79MShares$1.41 Billion0.23% of portfolio
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Invesco Ltd. Atlanta, GA7.65MShares$1.39 Billion0.27% of portfolio