Heritage Oak Wealth Advisors LLC Utilities Sector Spdr Transaction History
Heritage Oak Wealth Advisors LLC
- $198 Billion
- Q2 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 3,315 shares of XLU stock, worth $259,929. This represents 0.11% of its overall portfolio holdings.
Number of Shares
3,315Holding current value
$259,929% of portfolio
0.11%Shares
1 transactions
Others Institutions Holding XLU
# of Institutions
1,365Shares Held
151MCall Options Held
21.4MPut Options Held
26.5M-
Bank Of America Corp Charlotte, NC14.1MShares$1.11 Billion0.09% of portfolio
-
Morgan Stanley New York, NY11.1MShares$867 Million0.06% of portfolio
-
Goldman Sachs Group Inc New York, NY7.64MShares$599 Million0.09% of portfolio
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Lpl Financial LLC Fort Mill, SC4.92MShares$386 Million0.17% of portfolio
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Harel Insurance Investments & Financial Services Ltd.4.04MShares$317 Million5.19% of portfolio