Heritage Oak Wealth Advisors LLC Spdr Portfolio S&P 1500 Compos Transaction History
Heritage Oak Wealth Advisors LLC
- $217 Billion
- Q3 2024
A detailed history of Heritage Oak Wealth Advisors LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 3,000 shares of SPTM stock, worth $216,990. This represents 0.1% of its overall portfolio holdings.
Number of Shares
3,000Holding current value
$216,990% of portfolio
0.1%Shares
1 transactions
Others Institutions Holding SPTM
# of Institutions
612Shares Held
86.4MCall Options Held
11.1KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC8.78MShares$635 Million0.3% of portfolio
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Huntington National Bank Columbus, OH3.51MShares$254 Million1.82% of portfolio
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Cwm, LLC3.4MShares$246 Million1.02% of portfolio
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Private Advisor Group, LLC2.95MShares$213 Million1.32% of portfolio
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Envestnet Asset Management Inc2.67MShares$193 Million0.06% of portfolio