Heritage Oak Wealth Advisors LLC FIRST TR EXCHNG TRADED FD VI Transaction History

Heritage Oak Wealth Advisors LLC

  • $217 Billion
  • Q3 2024
Number of Shares
378,192
Holding current value
$13.9 Billion
% of portfolio
6.4%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024
BUY
N/A
378,192 New
378,192 $13.9 Billion
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