Heritage Oak Wealth Advisors LLC Consumer Staples Sector Spdr Transaction History
Heritage Oak Wealth Advisors LLC
- $217 Billion
- Q3 2024
A detailed history of Heritage Oak Wealth Advisors LLC transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 9,535 shares of XLP stock, worth $725,041. This represents 0.36% of its overall portfolio holdings.
Number of Shares
9,535Holding current value
$725,041% of portfolio
0.36%Shares
1 transactions
Others Institutions Holding XLP
# of Institutions
1,262Shares Held
178MCall Options Held
8.17MPut Options Held
12.5M-
Bank Of America Corp Charlotte, NC29.2MShares$2.22 Billion0.2% of portfolio
-
Barclays PLC London, X013.7MShares$1.04 Billion0.32% of portfolio
-
Goldman Sachs Group Inc New York, NY12.5MShares$949 Million0.16% of portfolio
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Morgan Stanley New York, NY10.1MShares$769 Million0.06% of portfolio
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Jpmorgan Chase & CO New York, NY4.84MShares$368 Million0.03% of portfolio