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 $221,962. This represents 0.08% of its overall portfolio holdings.
Number of Shares
1,973Holding current value
$221,962% of portfolio
0.08%Shares
1 transactions
Others Institutions Holding SPHB
# of Institutions
122Shares Held
3.04MCall Options Held
20.3KPut Options Held
86.9K-
Bank Of America Corp Charlotte, NC486KShares$54.7 Million0.0% of portfolio
-
Cambridge Investment Research Advisors, Inc.246KShares$27.7 Million0.07% of portfolio
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Allianz Se Munich, 2M224KShares$25.1 Million0.52% of portfolio
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Morgan Stanley New York, NY209KShares$23.6 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC197KShares$22.2 Million0.01% of portfolio