Heritage Oak Wealth Advisors LLC Utilities Sector Spdr Transaction History

Heritage Oak Wealth Advisors LLC

  • $217 Billion
  • Q3 2024

A detailed history of Heritage Oak Wealth Advisors LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 30,799 shares of XLU stock, worth $2.47 Million. This represents 1.15% of its overall portfolio holdings.

Number of Shares
30,799
Previous 3,315 829.08%
Holding current value
$2.47 Million
Previous $226 Million 1001.43%
% of portfolio
1.15%
Previous 0.11%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024
BUY
$67.67 - $80.78 $1.86 Million - $2.22 Million
27,484 Added 829.08%
30,799 $2.49 Billion
Q2 2024

Aug 28, 2024
BUY
$62.77 - $72.87 $208,082 - $241,564
3,315 New
3,315 $226 Million

Others Institutions Holding XLU

# of Institutions
1,485
Shares Held
165M
Call Options Held
13.1M
Put Options Held
41.1M
View Full List

About UTILITIES SECTOR SPDR

XLU Quotes by TradingView
  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
Track This Portfolio

Track Heritage Oak Wealth Advisors LLC Portfolio

Follow Heritage Oak Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Oak Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Oak Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email