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 $803,472. This represents 0.35% of its overall portfolio holdings.
Number of Shares
3,844Holding current value
$803,472% of portfolio
0.35%Shares
1 transactions
Others Institutions Holding XLY
# of Institutions
1,279Shares Held
83.1MCall Options Held
5.83MPut Options Held
12.8M-
Bank Of America Corp Charlotte, NC20.9MShares$4.37 Billion0.34% of portfolio
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Barclays PLC London, X05.55MShares$1.16 Billion0.31% of portfolio
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Jpmorgan Chase & CO New York, NY4.13MShares$863 Million0.07% of portfolio
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Morgan Stanley New York, NY3.67MShares$767 Million0.05% of portfolio
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Wells Fargo & Company San Francisco, CA2.84MShares$593 Million0.13% of portfolio