Heritage Oak Wealth Advisors LLC Purchases and Sells in Q1 2025

Heritage Oak Wealth Advisors LLC

  • $228 Billion
  • Q1 2025

Top Buys

Incresed Positions

23 operations
Stock Shares change Price Range Shares Held Trade History
236K
+ 33.34%
$84.5 - $105.05 $19.9M - $24.8M
943K $82.8B
164K
+ 392.06%
$29.3 - $31.18 $4.79M - $5.1M
205K $6.1B
9.67K
+ 64.55%
$243.19 - $288.14 $2.35M - $2.79M
24.6K $7.1B
MANAGED PORTFOLIO SERIES
155K
+ 49.01%
N/A
470K $11.3B
12K
+ 464.29%
$95.85 - $99.25 $1.15M - $1.19M
14.6K $1.44B
3.27K
+ 26.26%
$120.5 - $145.97 $394K - $478K
15.7K $2.07B
View all

New Holdings

16 operations
Stock Shares change Price Range Shares Held Trade History
144K
New
$91.17 - $95.39 $13.2M - $13.8M
144K $13.8B
65.8K
New
$80.57 - $100.21 $5.3M - $6.59M
65.8K $5.44B
23.2K
New
$114.57 - $118.14 $2.65M - $2.74M
23.2K $2.74B
14.9K
New
$134.68 - $159.3 $2M - $2.37M
14.9K $2.08B
28.7K
New
$50.48 - $51.04 $1.45M - $1.46M
28.7K $1.45B
66.7K
New
$20.7 - $21.15 $1.38M - $1.41M
66.7K $1.38B
View all

Top Sells

Reduced Positions

27 operations
Stock Shares change Price Range Shares Held Trade History
-141K
- 77.24%
$91.45 - $91.75 $12.9M - $12.9M
41.5K $3.81B
-107K
- 72.19%
$100.34 - $100.68 $10.7M - $10.8M
41.2K $4.15B
-30K
- 79.45%
$100.32 - $100.76 $3.01M - $3.02M
7.77K $781M
-58.1K
- 74.26%
$36.63 - $37.45 $2.13M - $2.17M
20.1K $741M
-21.5K
- 73.75%
$37.31 - $43.82 $803K - $943K
7.66K $289M
-2.97K
- 32.13%
$249.11 - $303.11 $739K - $899K
6.27K $1.66B
View all
Activity Summary
Buys All Purchases 39 New Holdings 16 Increased Positions 23 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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