Heritage Oak Wealth Advisors LLC Ishares Trishares 0 3 Mnth Tre Transaction History
Heritage Oak Wealth Advisors LLC
- $213 Billion
- Q4 2024
A detailed history of Heritage Oak Wealth Advisors LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 148,158 shares of SGOV stock, worth $14.9 Million. This represents 6.98% of its overall portfolio holdings.
Number of Shares
148,158
Previous 7,220
1952.05%
Holding current value
$14.9 Million
Previous $727 Million
1943.9%
% of portfolio
6.98%
Previous 0.34%
Shares
3 transactions
Others Institutions Holding SGOV
# of Institutions
793Shares Held
113MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY5.23MShares$526 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.24MShares$426 Million0.18% of portfolio
-
Bank Of America Corp Charlotte, NC3.24MShares$326 Million0.03% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX3.05MShares$307 Million0.65% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.14MShares$215 Million0.08% of portfolio