Heritage Oak Wealth Advisors LLC Financial Sector Spdr Transaction History
Heritage Oak Wealth Advisors LLC
- $217 Billion
- Q3 2024
A detailed history of Heritage Oak Wealth Advisors LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 58,744 shares of XLF stock, worth $2.85 Million. This represents 1.23% of its overall portfolio holdings.
Number of Shares
58,744Holding current value
$2.85 Million% of portfolio
1.23%Shares
1 transactions
Others Institutions Holding XLF
# of Institutions
1,839Shares Held
696MCall Options Held
161MPut Options Held
320M-
Jpmorgan Chase & CO New York, NY135MShares$6.52 Billion0.5% of portfolio
-
Bank Of America Corp Charlotte, NC73.1MShares$3.54 Billion0.28% of portfolio
-
Morgan Stanley New York, NY37.5MShares$1.82 Billion0.13% of portfolio
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Wells Fargo & Company San Francisco, CA17.6MShares$854 Million0.18% of portfolio
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Envestnet Asset Management Inc17.1MShares$827 Million0.26% of portfolio