Heritage Oak Wealth Advisors LLC Spdr Ser Tr Spdr S&P Metals & Transaction History

Heritage Oak Wealth Advisors LLC

  • $198 Billion
  • Q2 2024

A detailed history of Heritage Oak Wealth Advisors LLC transactions in Spdr Ser Tr Spdr S&P Metals & stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 33,890 shares of XME stock, worth $2 Million. This represents 1.02% of its overall portfolio holdings.

Number of Shares
33,890
Holding current value
$2 Million
% of portfolio
1.02%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 28, 2024
BUY
$57.95 - $65.15 $1.96 Million - $2.21 Million
33,890 New
33,890 $2.01 Billion

Others Institutions Holding XME

# of Institutions
352
Shares Held
26.5M
Call Options Held
2.62M
Put Options Held
10M
View Full List

About SPDR SER TR SPDR S&P METALS &

XME Quotes by TradingView
  • Ticker XME
  • Sector ETFs
  • Industry ETFs
More about XME
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