Heritage Oak Wealth Advisors LLC MANAGED PORTFOLIO SERIES Transaction History

Heritage Oak Wealth Advisors LLC

  • $259 Billion
  • Q2 2025
Number of Shares
472,739
Previous 470,355 0.51%
Holding current value
$12 Billion
Previous $11.3 Billion 6.04%
% of portfolio
4.62%
Previous 4.95%

Shares

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

Jul 15, 2025
BUY
N/A
2,384 Added 0.51%
472,739 $12 Billion
Q1 2025

Apr 28, 2025
BUY
N/A
154,700 Added 49.01%
470,355 $11.3 Billion
Q4 2024

Feb 05, 2025
BUY
N/A
315,655 New
315,655 $7.98 Billion
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