Heritage Oak Wealth Advisors LLC Ishares 0 5 Year High Yield CO Transaction History
Heritage Oak Wealth Advisors LLC
- $198 Billion
- Q2 2024
A detailed history of Heritage Oak Wealth Advisors LLC transactions in Ishares 0 5 Year High Yield CO stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 59,683 shares of SHYG stock, worth $2.58 Million. This represents 1.27% of its overall portfolio holdings.
Number of Shares
59,683Holding current value
$2.58 Million% of portfolio
1.27%Shares
1 transactions
Others Institutions Holding SHYG
# of Institutions
548Shares Held
127MCall Options Held
0Put Options Held
0-
Royal Bank Of Canada Toronto, A611.7MShares$505 Million0.12% of portfolio
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Bramshill Investments, LLC Naples, FL9.52MShares$411 Million44.12% of portfolio
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Personal Capital Advisors Corp8.07MShares$349 Million1.6% of portfolio
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Empower Advisory Group, LLC Greenwood Village, CO7.73MShares$334 Million1.21% of portfolio
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Assetmark, Inc7.06MShares$305 Million0.93% of portfolio