Heritage Oak Wealth Advisors LLC Ishares Semiconductor ETF Transaction History
Heritage Oak Wealth Advisors LLC
- $217 Billion
- Q3 2024
A detailed history of Heritage Oak Wealth Advisors LLC transactions in Ishares Semiconductor ETF stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 6,129 shares of SOXX stock, worth $1.43 Million. This represents 0.65% of its overall portfolio holdings.
Number of Shares
6,129Holding current value
$1.43 Million% of portfolio
0.65%Shares
1 transactions
Others Institutions Holding SOXX
# of Institutions
797Shares Held
41.4MCall Options Held
1.82MPut Options Held
3.72M-
International Assets Investment Management, LLC Orlando, FL15.2MShares$3.55 Billion1.06% of portfolio
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Goldman Sachs Group Inc New York, NY2.59MShares$605 Million0.11% of portfolio
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Bank Of America Corp Charlotte, NC2.47MShares$576 Million0.05% of portfolio
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Healthcare Of Ontario Pension Plan Trust Fund Toronto, A62.01MShares$469 Million1.46% of portfolio
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Morgan Stanley New York, NY1.81MShares$422 Million0.04% of portfolio