Heritage Oak Wealth Advisors LLC Energy Sector Spdr Transaction History
Heritage Oak Wealth Advisors LLC
- $217 Billion
- Q3 2024
A detailed history of Heritage Oak Wealth Advisors LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 4,619 shares of XLE stock, worth $434,925. This represents 0.19% of its overall portfolio holdings.
Number of Shares
4,619Holding current value
$434,925% of portfolio
0.19%Shares
1 transactions
Others Institutions Holding XLE
# of Institutions
2,047Shares Held
236MCall Options Held
46.9MPut Options Held
75.7M-
Bank Of America Corp Charlotte, NC41.1MShares$3.87 Billion0.34% of portfolio
-
Morgan Stanley New York, NY17.6MShares$1.66 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA11.8MShares$1.11 Billion0.26% of portfolio
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Goldman Sachs Group Inc New York, NY8.31MShares$782 Million0.13% of portfolio
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Lpl Financial LLC Fort Mill, SC8.09MShares$762 Million0.38% of portfolio