Heritage Oak Wealth Advisors LLC Ishares Tr Broad Usd High Yiel Transaction History
Heritage Oak Wealth Advisors LLC
- $217 Billion
- Q3 2024
A detailed history of Heritage Oak Wealth Advisors LLC transactions in Ishares Tr Broad Usd High Yiel stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 52,946 shares of USHY stock, worth $1.97 Million. This represents 0.92% of its overall portfolio holdings.
Number of Shares
52,946Holding current value
$1.97 Million% of portfolio
0.92%Shares
1 transactions
Others Institutions Holding USHY
# of Institutions
513Shares Held
302MCall Options Held
200Put Options Held
0-
Northern Trust Corp Chicago, IL37.5MShares$1.39 Billion0.23% of portfolio
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Black Rock Inc. New York, NY27.2MShares$1.01 Billion0.02% of portfolio
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Wells Fargo & Company San Francisco, CA24.3MShares$903 Million0.22% of portfolio
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Tiaa Trust, National Association Charlotte, NC17.6MShares$653 Million1.97% of portfolio
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Jones Financial Companies Lllp17.1MShares$637 Million0.72% of portfolio