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
528Shares Held
427MCall Options Held
200Put Options Held
0-
Jpmorgan Chase & CO New York, NY64MShares$2.38 Billion0.2% of portfolio
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Prudential PLC London, England, X059.8MShares$2.23 Billion11.5% of portfolio
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Northern Trust Corp Chicago, IL38.9MShares$1.45 Billion0.24% of portfolio
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Wells Fargo & Company San Francisco, CA34.5MShares$1.29 Billion0.3% of portfolio
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Black Rock Inc. New York, NY27.2MShares$1.01 Billion0.02% of portfolio