Heritage Oak Wealth Advisors LLC Invesco ETF Tr Ii S&P 500 High Transaction History
Heritage Oak Wealth Advisors LLC
- $275 Billion
- Q3 2025
A detailed history of Heritage Oak Wealth Advisors LLC transactions in Invesco ETF Tr Ii S&P 500 High stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 1,973 shares of SPHB stock, worth $218,036. This represents 0.08% of its overall portfolio holdings.
Number of Shares
1,973Holding current value
$218,036% of portfolio
0.08%Shares
1 transactions
Others Institutions Holding SPHB
# of Institutions
131Shares Held
3.82MCall Options Held
6.2KPut Options Held
16K-
Goldman Sachs Group Inc New York, NY902KShares$99.7 Million0.01% of portfolio
-
Morgan Stanley New York, NY402KShares$44.4 Million0.0% of portfolio
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Cambridge Investment Research Advisors, Inc.283KShares$31.2 Million0.09% of portfolio
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Wells Fargo & Company San Francisco, CA217KShares$24 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC198KShares$21.9 Million0.01% of portfolio