Heritage Oak Wealth Advisors LLC Select Sector Spdr Consumer Di 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 Consumer Di stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 3,844 shares of XLY stock, worth $879,968. This represents 0.35% of its overall portfolio holdings.
Number of Shares
3,844Holding current value
$879,968% of portfolio
0.35%Shares
1 transactions
Others Institutions Holding XLY
# of Institutions
1,297Shares Held
76.8MCall Options Held
7.35MPut Options Held
18M-
Bank Of America Corp Charlotte, NC19MShares$4.35 Billion0.32% of portfolio
-
Jpmorgan Chase & CO New York, NY4.34MShares$994 Million0.07% of portfolio
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Morgan Stanley New York, NY3.42MShares$783 Million0.05% of portfolio
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Wells Fargo & Company San Francisco, CA2.82MShares$646 Million0.13% of portfolio
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Envestnet Asset Management Inc2.6MShares$594 Million0.17% of portfolio