Heritage Oak Wealth Advisors LLC Spdr Ser Tr Spdr Portfolio Hig Transaction History

Heritage Oak Wealth Advisors LLC

  • $213 Billion
  • Q4 2024

A detailed history of Heritage Oak Wealth Advisors LLC transactions in Spdr Ser Tr Spdr Portfolio Hig stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 34,595 shares of SPHY stock, worth $820,247. This represents 0.38% of its overall portfolio holdings.

Number of Shares
34,595
Holding current value
$820,247
% of portfolio
0.38%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 05, 2025
BUY
$23.29 - $23.93 $805,717 - $827,858
34,595 New
34,595 $812 Million
Q2 2024

Aug 28, 2024
BUY
$22.82 - $23.32 $2.73 Million - $2.79 Million
119,620 New
119,620 $2.78 Billion

Others Institutions Holding SPHY

# of Institutions
413
Shares Held
148M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR SER TR SPDR PORTFOLIO HIG

SPHY Quotes by TradingView
  • Ticker SPHY
  • Sector ETFs
  • Industry ETFs
More about SPHY
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