Heritage Oak Wealth Advisors LLC Strategy Shs Day Hagan/Ned Dav Transaction History
Heritage Oak Wealth Advisors LLC
- $198 Billion
- Q2 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 13,386 shares of SSUS stock, worth $545,747. This represents 0.27% of its overall portfolio holdings.
Number of Shares
13,386Holding current value
$545,747% of portfolio
0.27%Shares
1 transactions
Others Institutions Holding SSUS
# of Institutions
75Shares Held
13MCall Options Held
0Put Options Held
0-
Integrated Wealth Concepts LLC1.31MShares$53.4 Million0.74% of portfolio
-
Cwm, LLC1.19MShares$48.4 Million0.22% of portfolio
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Royal Bank Of Canada Toronto, A6947KShares$38.6 Million0.01% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL904KShares$36.9 Million0.05% of portfolio
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Prospera Financial Services Inc854KShares$34.8 Million0.96% of portfolio