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

Heritage Oak Wealth Advisors LLC

  • $213 Billion
  • Q4 2024

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 70,539 shares of SJNK stock, worth $1.8 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares
70,539
Holding current value
$1.8 Million
% of portfolio
0.84%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
392
Shares Held
140M
Call Options Held
300
Put Options Held
0
View Full List

About SPDR BLOOMBERG SHORT TERM HIGH

SJNK Quotes by TradingView
  • Ticker SJNK
  • Sector ETFs
  • Industry ETFs
More about SJNK
Track This Portfolio

Track Heritage Oak Wealth Advisors LLC Portfolio

Follow Heritage Oak Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Oak Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Oak Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email