Heritage Oak Wealth Advisors LLC United Parcel Service Inc Transaction History
Heritage Oak Wealth Advisors LLC
- $217 Billion
- Q3 2024
A detailed history of Heritage Oak Wealth Advisors LLC transactions in United Parcel Service Inc stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 1,624 shares of UPS stock, worth $213,344. This represents 0.1% of its overall portfolio holdings.
Number of Shares
1,624
Previous 2,805
42.1%
Holding current value
$213,344
Previous $384 Million
42.32%
% of portfolio
0.1%
Previous 0.19%
Shares
2 transactions
Others Institutions Holding UPS
# of Institutions
2,445Shares Held
510MCall Options Held
14.9MPut Options Held
12.9M-
Vanguard Group Inc Valley Forge, PA64.8MShares$8.51 Billion0.16% of portfolio
-
Black Rock Inc. New York, NY55.4MShares$7.27 Billion0.17% of portfolio
-
State Street Corp Boston, MA29.6MShares$3.89 Billion0.17% of portfolio
-
Jpmorgan Chase & CO New York, NY23.9MShares$3.14 Billion0.27% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA21.9MShares$2.88 Billion0.58% of portfolio
About UNITED PARCEL SERVICE INC
- Ticker UPS
- Exchange NYSE
- Sector Industrials
- Industry Integrated Freight & Logistics
- Shares Outstandng 729,516,032
- Market Cap $95.8B
- Description
- United Parcel Service, Inc. provides letter and package delivery, transportation, logistics, and related services. It operates through two segments, U.S. Domestic Package and International Package. The U.S. Domestic Package segment offers time-definite delivery of letters, documents, small packages, and palletized freight through air and ground ...