Heritage Oak Wealth Advisors LLC THORNBURG ETF TR Transaction History

Heritage Oak Wealth Advisors LLC

  • $259 Billion
  • Q2 2025
Number of Shares
46,137
Holding current value
$1.17 Billion
% of portfolio
0.45%

Shares

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

Jul 15, 2025
BUY
N/A
46,137 New
46,137 $1.17 Billion
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