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 $1.32 Million. This represents 0.65% of its overall portfolio holdings.
Number of Shares
6,129Holding current value
$1.32 Million% of portfolio
0.65%Shares
1 transactions
Others Institutions Holding SOXX
# of Institutions
807Shares Held
51.2MCall Options Held
2.12MPut Options Held
6.73M-
International Assets Investment Management, LLC Orlando, FL15.2MShares$3.27 Billion1.06% of portfolio
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Mercer Global Advisors Inc Denver, CO8.74MShares$1.88 Billion4.42% of portfolio
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Goldman Sachs Group Inc New York, NY3.25MShares$697 Million0.12% of portfolio
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Healthcare Of Ontario Pension Plan Trust Fund Toronto, A62.96MShares$636 Million1.68% of portfolio
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Bank Of America Corp Charlotte, NC2.62MShares$562 Million0.05% of portfolio