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 $390,628. This represents 0.19% of its overall portfolio holdings.
Number of Shares
4,619Holding current value
$390,628% of portfolio
0.19%Shares
1 transactions
Others Institutions Holding XLE
# of Institutions
2,027Shares Held
236MCall Options Held
45.7MPut Options Held
111M-
Bank Of America Corp Charlotte, NC43.3MShares$3.66 Billion0.32% of portfolio
-
Morgan Stanley New York, NY17.7MShares$1.5 Billion0.11% of portfolio
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Wells Fargo & Company San Francisco, CA14.9MShares$1.26 Billion0.3% of portfolio
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Jpmorgan Chase & CO New York, NY8.32MShares$704 Million0.06% of portfolio
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Goldman Sachs Group Inc New York, NY8.08MShares$683 Million0.12% of portfolio