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 $1.42 Million. This represents 0.65% of its overall portfolio holdings.
Number of Shares
6,129Holding current value
$1.42 Million% of portfolio
0.65%Shares
1 transactions
Others Institutions Holding SOXX
# of Institutions
809Shares Held
35.9MCall Options Held
2.12MPut Options Held
6.73M-
Mercer Global Advisors Inc Denver, CO8.74MShares$2.03 Billion4.42% of portfolio
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Goldman Sachs Group Inc New York, NY3.25MShares$754 Million0.12% of portfolio
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Healthcare Of Ontario Pension Plan Trust Fund Toronto, A62.96MShares$688 Million1.68% of portfolio
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Bank Of America Corp Charlotte, NC2.62MShares$608 Million0.05% of portfolio
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Morgan Stanley New York, NY2.33MShares$541 Million0.04% of portfolio