Heritage Oak Wealth Advisors LLC Technology Sector Spdr Transaction History
Heritage Oak Wealth Advisors LLC
- $217 Billion
- Q3 2024
A detailed history of Heritage Oak Wealth Advisors LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 26,243 shares of XLK stock, worth $6.12 Million. This represents 2.73% of its overall portfolio holdings.
Number of Shares
26,243
Previous 5,177
406.92%
Holding current value
$6.12 Million
Previous $1.17 Billion
405.86%
% of portfolio
2.73%
Previous 0.59%
Shares
2 transactions
Others Institutions Holding XLK
# of Institutions
2,219Shares Held
172MCall Options Held
13.5MPut Options Held
14.8M-
Bank Of America Corp Charlotte, NC13.4MShares$3.12 Billion0.27% of portfolio
-
Wells Fargo & Company San Francisco, CA10.7MShares$2.5 Billion0.6% of portfolio
-
Morgan Stanley New York, NY9.47MShares$2.21 Billion0.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.05MShares$1.65 Billion0.81% of portfolio
-
Envestnet Asset Management Inc5.27MShares$1.23 Billion0.39% of portfolio