Heritage Oak Wealth Advisors LLC Vanguard Russell 1000 Growth E Transaction History
Heritage Oak Wealth Advisors LLC
- $213 Billion
- Q4 2024
A detailed history of Heritage Oak Wealth Advisors LLC transactions in Vanguard Russell 1000 Growth E stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 5,610 shares of VONG stock, worth $547,087. This represents 0.27% of its overall portfolio holdings.
Number of Shares
5,610Holding current value
$547,087% of portfolio
0.27%Shares
1 transactions
Others Institutions Holding VONG
# of Institutions
784Shares Held
152MCall Options Held
25.9KPut Options Held
1.2K-
Bank Of America Corp Charlotte, NC29.1MShares$2.84 Billion0.26% of portfolio
-
Avantax Advisory Services, Inc.10.4MShares$1.01 Billion6.89% of portfolio
-
Morgan Stanley New York, NY7MShares$683 Million0.05% of portfolio
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Lpl Financial LLC Fort Mill, SC5.53MShares$539 Million0.24% of portfolio
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Tiaa Trust, National Association Charlotte, NC4.62MShares$451 Million1.45% of portfolio