Heritage Oak Wealth Advisors LLC Spdr Ser Tr Spdr Portfolio Hig Transaction History
Heritage Oak Wealth Advisors LLC
- $198 Billion
- Q2 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 119,620 shares of SPHY stock, worth $2.87 Million. This represents 1.4% of its overall portfolio holdings.
Number of Shares
119,620Holding current value
$2.87 Million% of portfolio
1.4%Shares
1 transactions
Others Institutions Holding SPHY
# of Institutions
326Shares Held
134MCall Options Held
0Put Options Held
0-
Sei Investments CO Oaks, PA14.6MShares$350 Million0.49% of portfolio
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Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, FL10.8MShares$260 Million13.1% of portfolio
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Wells Fargo & Company San Francisco, CA8.22MShares$197 Million0.05% of portfolio
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Neuberger Berman Group LLC New York, NY8.12MShares$194 Million0.16% of portfolio
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State Of New Jersey Common Pension Fund D6.22MShares$149 Million0.64% of portfolio