Heritage Oak Wealth Advisors LLC Invesco ETF Tr Ii Sr Ln ETF Transaction History

Heritage Oak Wealth Advisors LLC

  • $259 Billion
  • Q2 2025

A detailed history of Heritage Oak Wealth Advisors LLC transactions in Invesco ETF Tr Ii Sr Ln ETF stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 14,012 shares of BKLN stock, worth $293,271. This represents 0.11% of its overall portfolio holdings.

Number of Shares
14,012
Previous 66,709 79.0%
Holding current value
$293,271
Previous $1.38 Billion 78.77%
% of portfolio
0.11%
Previous 0.61%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 15, 2025
SELL
$20.12 - $21.0 $1.06 Million - $1.11 Million
-52,697 Reduced 79.0%
14,012 $293 Million
Q1 2025

Apr 28, 2025
BUY
$20.7 - $21.15 $1.38 Million - $1.41 Million
66,709 New
66,709 $1.38 Billion
Q2 2024

Aug 28, 2024
BUY
$21.0 - $21.22 $2.21 Million - $2.24 Million
105,359 New
105,359 $2.22 Billion

Others Institutions Holding BKLN

# of Institutions
596
Shares Held
326M
Call Options Held
20.2K
Put Options Held
13.9M
View Full List

About INVESCO ETF TR II SR LN ETF

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