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 $218,700. This represents 0.1% of its overall portfolio holdings.
Number of Shares
3,000Holding current value
$218,700% of portfolio
0.1%Shares
1 transactions
Others Institutions Holding SPTM
# of Institutions
629Shares Held
85MCall Options Held
949KPut Options Held
700-
Lpl Financial LLC Fort Mill, SC8.72MShares$636 Million0.28% of portfolio
-
Huntington National Bank Columbus, OH3.51MShares$256 Million1.82% of portfolio
-
Cwm, LLC3.4MShares$248 Million1.02% of portfolio
-
Private Advisor Group, LLC2.95MShares$215 Million1.32% of portfolio
-
Envestnet Asset Management Inc2.67MShares$195 Million0.06% of portfolio