Heritage Oak Wealth Advisors LLC Invesco ETF Tr Ii S&P 500 Low Transaction History
Heritage Oak Wealth Advisors LLC
- $228 Billion
- Q1 2025
A detailed history of Heritage Oak Wealth Advisors LLC transactions in Invesco ETF Tr Ii S&P 500 Low stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 3,532 shares of SPLV stock, worth $257,235. This represents 0.12% of its overall portfolio holdings.
Number of Shares
3,532Holding current value
$257,235% of portfolio
0.12%Shares
1 transactions
Others Institutions Holding SPLV
# of Institutions
832Shares Held
65.9MCall Options Held
32KPut Options Held
1.82M-
Morgan Stanley New York, NY8.29MShares$604 Million0.04% of portfolio
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Bank Of America Corp Charlotte, NC6.81MShares$496 Million0.04% of portfolio
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Alaska Permanent Fund Corp Juneau, AK4.57MShares$333 Million4.77% of portfolio
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Lpl Financial LLC Fort Mill, SC2.99MShares$218 Million0.09% of portfolio
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Wells Fargo & Company San Francisco, CA1.76MShares$128 Million0.03% of portfolio