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

Heritage Oak Wealth Advisors LLC

$217 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SSUS

# of Institutions

72

Shares Held

12.3M

Call Options Held

0

Put Options Held

0

Integrated Wealth Concepts LLC

1.31M
Shares

$56.7 Million
0.74% of portfolio
Cwm, LLC

976K
Shares

$42.3 Million
0.17% of portfolio
Royal Bank Of Canada Toronto, A6

947K
Shares

$41 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

886K
Shares

$38.4 Million
0.05% of portfolio
Prospera Financial Services Inc

838K
Shares

$36.3 Million
0.91% of portfolio

About STRATEGY SHS DAY HAGAN/NED DAV

Ticker SSUS
Sector ETFs
Industry ETFs

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