Heritage Oak Wealth Advisors LLC Wisdomtree Bloomberg U.S. Doll Transaction History
Heritage Oak Wealth Advisors LLC
- $259 Billion
- Q2 2025
A detailed history of Heritage Oak Wealth Advisors LLC transactions in Wisdomtree Bloomberg U.S. Doll stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 17,747 shares of USDU stock, worth $472,957. This represents 0.18% of its overall portfolio holdings.
Number of Shares
17,747Holding current value
$472,957% of portfolio
0.18%Shares
1 transactions
Others Institutions Holding USDU
# of Institutions
58Shares Held
4MCall Options Held
48.7KPut Options Held
59.2K-
Gen Wealth Group, Inc.590KShares$15.7 Million3.09% of portfolio
-
Aptus Capital Advisors, LLC550KShares$14.6 Million0.13% of portfolio
-
Mc Elhenny Sheffield Capital Management, LLC519KShares$13.8 Million3.6% of portfolio
-
Osborne Partners Capital Management, LLC480KShares$12.8 Million0.66% of portfolio
-
Bank Of America Corp Charlotte, NC226KShares$6.03 Million0.0% of portfolio