Heritage Oak Wealth Advisors LLC Us Bancorp \De\ Transaction History
Heritage Oak Wealth Advisors LLC
- $217 Billion
- Q3 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 7,267 shares of USB stock, worth $348,234. This represents 0.15% of its overall portfolio holdings.
Number of Shares
7,267
Previous 10,293
29.4%
Holding current value
$348,234
Previous $409 Million
18.67%
% of portfolio
0.15%
Previous 0.21%
Shares
2 transactions
Others Institutions Holding USB
# of Institutions
1,919Shares Held
1.13BCall Options Held
9.99MPut Options Held
9.84M-
Vanguard Group Inc Valley Forge, PA138MShares$6.6 Billion0.12% of portfolio
-
Black Rock Inc. New York, NY111MShares$5.3 Billion0.1% of portfolio
-
State Street Corp Boston, MA67.3MShares$3.22 Billion0.13% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA47.3MShares$2.27 Billion0.42% of portfolio
-
Mufg Bank, Ltd. New York, NY44.4MShares$2.13 Billion78.73% of portfolio
About US BANCORP \DE\
- Ticker USB
- Exchange NYSE
- Sector Financial Services
- Industry Banks—Regional
- Shares Outstandng 1,485,779,968
- Market Cap $71.2B
- 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...