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

Heritage Oak Wealth Advisors LLC

$217 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

376

Shares Held

132M

Call Options Held

100

Put Options Held

200

Ilmarinen Mutual Pension Insurance CO Helsinki, H9

15.4M
Shares

$389 Million
4.47% of portfolio
Ameriprise Financial Inc Minneapolis, MN

10M
Shares

$253 Million
0.07% of portfolio
Grimes & Company, Inc.

7.47M
Shares

$189 Million
5.26% of portfolio
Angeles Investment Advisors, LLC

7.12M
Shares

$180 Million
9.1% of portfolio
State Of New Jersey Common Pension Fund D

5.89M
Shares

$149 Million
0.65% of portfolio

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