Heritage Oak Wealth Advisors LLC Industrial Sector Spdr Transaction History
Heritage Oak Wealth Advisors LLC
- $217 Billion
- Q3 2024
A detailed history of Heritage Oak Wealth Advisors LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 27,375 shares of XLI stock, worth $3.88 Million. This represents 1.71% of its overall portfolio holdings.
Number of Shares
27,375Holding current value
$3.88 Million% of portfolio
1.71%Shares
1 transactions
Others Institutions Holding XLI
# of Institutions
1,419Shares Held
143MCall Options Held
20.8MPut Options Held
27.6M-
Bank Of America Corp Charlotte, NC18MShares$2.55 Billion0.2% of portfolio
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Morgan Stanley New York, NY8.57MShares$1.21 Billion0.08% of portfolio
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Jpmorgan Chase & CO New York, NY7.93MShares$1.12 Billion0.09% of portfolio
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Goldman Sachs Group Inc New York, NY7.68MShares$1.09 Billion0.16% of portfolio
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Wells Fargo & Company San Francisco, CA5.85MShares$829 Million0.18% of portfolio