Heritage Oak Wealth Advisors LLC Select Sector Spdr Fund Health Transaction History
Heritage Oak Wealth Advisors LLC
- $217 Billion
- Q3 2024
A detailed history of Heritage Oak Wealth Advisors LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 16,852 shares of XLV stock, worth $2.43 Million. This represents 1.2% of its overall portfolio holdings.
Number of Shares
16,852Holding current value
$2.43 Million% of portfolio
1.2%Shares
1 transactions
Others Institutions Holding XLV
# of Institutions
1,939Shares Held
203MCall Options Held
10.6MPut Options Held
16.4M-
Bank Of America Corp Charlotte, NC36.8MShares$5.3 Billion0.48% of portfolio
-
Jpmorgan Chase & CO New York, NY13.5MShares$1.95 Billion0.17% of portfolio
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Morgan Stanley New York, NY12MShares$1.73 Billion0.14% of portfolio
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Wells Fargo & Company San Francisco, CA7.02MShares$1.01 Billion0.25% of portfolio
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Lpl Financial LLC Fort Mill, SC6.67MShares$962 Million0.47% of portfolio