A detailed history of Heritage Oak Wealth Advisors LLC transactions in I Shares Silver Trust stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 24,139 shares of SLV stock, worth $649,821. This represents 0.32% of its overall portfolio holdings.

Number of Shares
24,139
Holding current value
$649,821
% of portfolio
0.32%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024

BUY
$24.33 - $29.38 $587,301 - $709,203
24,139 New
24,139 $686 Million

Others Institutions Holding SLV

About iShares Silver Trust


  • Ticker SLV
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
  • Shares Outstandng 524,350,000
  • Market Cap $14.1B
More about SLV
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.