Heritage Oak Wealth Advisors LLC Ishares Trishares 0 3 Mnth Tre Transaction History
Heritage Oak Wealth Advisors LLC
- $217 Billion
- Q3 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 7,220 shares of SGOV stock, worth $724,671. This represents 0.34% of its overall portfolio holdings.
Number of Shares
7,220
Previous 14,777
51.14%
Holding current value
$724,671
Previous $1.49 Billion
51.14%
% of portfolio
0.34%
Previous 0.75%
Shares
2 transactions
Others Institutions Holding SGOV
# of Institutions
681Shares Held
91.9MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY4.4MShares$442 Million0.03% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.07MShares$409 Million0.69% of portfolio
-
Bank Of America Corp Charlotte, NC3.76MShares$377 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.89MShares$290 Million0.15% of portfolio
-
Raymond James & Associates St Petersburg, FL1.9MShares$190 Million0.12% of portfolio