Heritage Oak Wealth Advisors LLC Ishares Barclays 1 3 Year Trea Transaction History
Heritage Oak Wealth Advisors LLC
- $198 Billion
- Q2 2024
A detailed history of Heritage Oak Wealth Advisors LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 4,012 shares of SHY stock, worth $333,557. This represents 0.17% of its overall portfolio holdings.
Number of Shares
4,012Holding current value
$333,557% of portfolio
0.17%Shares
1 transactions
Others Institutions Holding SHY
# of Institutions
1,186Shares Held
224MCall Options Held
311KPut Options Held
40.1K-
Morgan Stanley New York, NY29.1MShares$2.42 Billion0.19% of portfolio
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Black Rock Inc. New York, NY22.2MShares$1.85 Billion0.04% of portfolio
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Bank Of America Corp Charlotte, NC13MShares$1.08 Billion0.09% of portfolio
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Jpmorgan Chase & CO New York, NY8.37MShares$696 Million0.06% of portfolio
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Assetmark, Inc7.41MShares$616 Million1.89% of portfolio