Heritage Oak Wealth Advisors LLC Spdr Bloomberg Short Term High Transaction History

Heritage Oak Wealth Advisors LLC

  • $275 Billion
  • Q3 2025

A detailed history of Heritage Oak Wealth Advisors LLC transactions in Spdr Bloomberg Short Term High stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 70,612 shares of SJNK stock, worth $1.78 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares
70,612
Previous 71,378 1.07%
Holding current value
$1.78 Million
Previous $1.82 Billion 0.61%
% of portfolio
0.66%
Previous 0.7%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
SELL
$25.28 - $25.63 $19,364 - $19,632
-766 Reduced 1.07%
70,612 $1.81 Billion
Q2 2025

Jul 15, 2025
SELL
$24.12 - $25.48 $11,674 - $12,332
-484 Reduced 0.67%
71,378 $1.82 Billion
Q1 2025

Apr 28, 2025
BUY
$25.08 - $25.64 $33,180 - $33,921
1,323 Added 1.88%
71,862 $1.81 Billion
Q4 2024

Feb 05, 2025
BUY
$25.09 - $25.69 $1.77 Million - $1.81 Million
70,539 New
70,539 $1.78 Billion
Q2 2024

Aug 28, 2024
BUY
$24.69 - $25.06 $1.7 Million - $1.73 Million
69,026 New
69,026 $1.72 Billion

Others Institutions Holding SJNK

# of Institutions
434
Shares Held
134M
Call Options Held
14.1K
Put Options Held
0
View Full List

About SPDR BLOOMBERG SHORT TERM HIGH

SJNK Quotes by TradingView
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