Heritage Oak Wealth Advisors LLC Proshares Ultra S&P 500 Transaction History
Heritage Oak Wealth Advisors LLC
- $228 Billion
- Q1 2025
A detailed history of Heritage Oak Wealth Advisors LLC transactions in Proshares Ultra S&P 500 stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 65,763 shares of SSO stock, worth $5.22 Million. This represents 2.39% of its overall portfolio holdings.
Number of Shares
65,763Holding current value
$5.22 Million% of portfolio
2.39%Shares
1 transactions
Others Institutions Holding SSO
# of Institutions
271Shares Held
10MCall Options Held
939KPut Options Held
674K-
Howard Capital Management Inc.1.85MShares$147 Million2.28% of portfolio
-
Main Street Group, LTD Glen Allen, VA540KShares$42.8 Million21.42% of portfolio
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Cache Tech Inc. Logan, UT539KShares$42.8 Million9.35% of portfolio
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Adams Wealth Management535KShares$42.5 Million10.24% of portfolio
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Assetmark, Inc492KShares$39.1 Million0.13% of portfolio