Heritage Oak Wealth Advisors LLC Select Sector Spdr Fd Material Transaction History
Heritage Oak Wealth Advisors LLC
- $217 Billion
- Q3 2024
A detailed history of Heritage Oak Wealth Advisors LLC transactions in Select Sector Spdr Fd Material stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 3,708 shares of XLB stock, worth $308,468. This represents 0.16% of its overall portfolio holdings.
Number of Shares
3,708Holding current value
$308,468% of portfolio
0.16%Shares
1 transactions
Others Institutions Holding XLB
# of Institutions
926Shares Held
57.3MCall Options Held
22.2MPut Options Held
24.1M-
Morgan Stanley New York, NY6.67MShares$555 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC5.81MShares$484 Million0.05% of portfolio
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Goldman Sachs Group Inc New York, NY4.94MShares$411 Million0.08% of portfolio
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Wells Fargo & Company San Francisco, CA2.96MShares$246 Million0.07% of portfolio
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Ing Groep Nv1.5MShares$125 Million0.87% of portfolio