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 $821,631. This represents 0.38% of its overall portfolio holdings.
Number of Shares
34,595Holding current value
$821,631% of portfolio
0.38%Shares
2 transactions
Others Institutions Holding SPHY
# of Institutions
441Shares Held
186MCall Options Held
0Put Options Held
0-
Ilmarinen Mutual Pension Insurance CO Helsinki, H928.1MShares$667 Million5.65% of portfolio
-
Sei Investments CO Oaks, PA15.8MShares$374 Million0.49% of portfolio
-
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, FL9.36MShares$222 Million7.04% of portfolio
-
Wells Fargo & Company San Francisco, CA8.66MShares$206 Million0.05% of portfolio
-
Wright Fund Management, LLC Santa Monica, CA7.41MShares$176 Million5.96% of portfolio