Heritage Oak Wealth Advisors LLC Ishares Tr Transaction History
Heritage Oak Wealth Advisors LLC
- $198 Billion
- Q2 2024
A detailed history of Heritage Oak Wealth Advisors LLC transactions in Ishares Tr stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 13,263 shares of SHV stock, worth $1.47 Million. This represents 0.74% of its overall portfolio holdings.
Number of Shares
13,263Holding current value
$1.47 Million% of portfolio
0.74%Shares
1 transactions
Others Institutions Holding SHV
# of Institutions
712Shares Held
114MCall Options Held
0Put Options Held
0-
Milliman Financial Risk Management LLC Chicago, IL18.2MShares$2.01 Billion31.24% of portfolio
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Hansen & Associates Financial Group, Inc. Sacramento, CA11.8MShares$1.31 Billion41.0% of portfolio
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Black Rock Inc. New York, NY7.58MShares$838 Million0.02% of portfolio
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Jpmorgan Chase & CO New York, NY7.3MShares$806 Million0.07% of portfolio
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Morgan Stanley New York, NY5.21MShares$576 Million0.05% of portfolio