Heritage Oak Wealth Advisors LLC Strategy Shs Day Hagan/Ned Dav Transaction History

Heritage Oak Wealth Advisors LLC

  • $213 Billion
  • Q4 2024

A detailed history of Heritage Oak Wealth Advisors LLC transactions in Strategy Shs Day Hagan/Ned Dav stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 8,143 shares of SSUS stock, worth $356,500. This represents 0.16% of its overall portfolio holdings.

Number of Shares
8,143
Holding current value
$356,500
% of portfolio
0.16%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 05, 2025
BUY
$41.16 - $44.07 $335,165 - $358,862
8,143 New
8,143 $343 Million
Q2 2024

Aug 28, 2024
BUY
$36.32 - $39.68 $486,179 - $531,156
13,386 New
13,386 $529 Million

Others Institutions Holding SSUS

# of Institutions
76
Shares Held
13.8M
Call Options Held
0
Put Options Held
0
View Full List

About STRATEGY SHS DAY HAGAN/NED DAV

SSUS Quotes by TradingView
  • Ticker SSUS
  • Sector ETFs
  • Industry ETFs
More about SSUS
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