Heritage Oak Wealth Advisors LLC Walmart Inc. Transaction History
Heritage Oak Wealth Advisors LLC
- $213 Billion
- Q4 2024
A detailed history of Heritage Oak Wealth Advisors LLC transactions in Walmart Inc. stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 707,083 shares of WMT stock, worth $72.8 Million. This represents 30.01% of its overall portfolio holdings.
Number of Shares
707,083
Previous 318,788
121.8%
Holding current value
$72.8 Million
Previous $25.7 Billion
148.17%
% of portfolio
30.01%
Previous 11.86%
Shares
3 transactions
Others Institutions Holding WMT
# of Institutions
4,045Shares Held
2.65BCall Options Held
50.8MPut Options Held
43M-
Vanguard Group Inc Valley Forge, PA421MShares$43.3 Billion0.62% of portfolio
-
Black Rock Inc. New York, NY297MShares$30.6 Billion0.46% of portfolio
-
State Street Corp Boston, MA184MShares$19 Billion0.62% of portfolio
-
Geode Capital Management, LLC Boston, MA87.6MShares$9.02 Billion0.58% of portfolio
-
Morgan Stanley New York, NY78.3MShares$8.06 Billion0.47% of portfolio
About Walmart Inc.
- Ticker WMT
- Exchange NYSE
- Sector Consumer Defensive
- Industry Discount Stores
- Shares Outstandng 2,714,240,000
- Market Cap $279B
- Description
- Walmart Inc. engages in the operation of retail, wholesale, and other units worldwide. The company operates through three segments: Walmart U.S., Walmart International, and Sam's Club. It operates supercenters, supermarkets, hypermarkets, warehouse clubs, cash and carry stores, and discount stores; membership-only warehouse clubs; ecommerce webs...