Heritage Oak Wealth Advisors LLC Us Bancorp \De\ Transaction History
Heritage Oak Wealth Advisors LLC
- $213 Billion
- Q4 2024
A detailed history of Heritage Oak Wealth Advisors LLC transactions in Us Bancorp \De\ stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 4,424 shares of USB stock, worth $211,246. This represents 0.1% of its overall portfolio holdings.
Number of Shares
4,424
Previous 7,267
39.12%
Holding current value
$211,246
Previous $332 Million
36.33%
% of portfolio
0.1%
Previous 0.15%
Shares
3 transactions
Others Institutions Holding USB
# of Institutions
2,072Shares Held
1.16BCall Options Held
10.1MPut Options Held
12M-
Vanguard Group Inc Valley Forge, PA139MShares$6.63 Billion0.12% of portfolio
-
Black Rock Inc. New York, NY111MShares$5.28 Billion0.1% of portfolio
-
State Street Corp Boston, MA68.7MShares$3.28 Billion0.13% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA49.8MShares$2.38 Billion0.45% of portfolio
-
Mufg Bank, Ltd. New York, NY44.4MShares$2.12 Billion72.4% of portfolio
About US BANCORP \DE\
- Ticker USB
- Exchange NYSE
- Sector Financial Services
- Industry Banks—Regional
- Shares Outstandng 1,485,779,968
- Market Cap $70.9B
- Description
- U.S. Bancorp, a financial services holding company, provides various financial services to individuals, businesses, institutional organizations, governmental entities and other financial institutions in the United States. It operates in Corporate and Commercial Banking, Consumer and Business Banking, Wealth Management and Investment Services, Pa...