Heritage Oak Wealth Advisors LLC THORNBURG ETF TR Transaction History

Heritage Oak Wealth Advisors LLC

  • $275 Billion
  • Q3 2025
Number of Shares
155,236
Previous 46,137 236.47%
Holding current value
$3.98 Billion
Previous $1.17 Billion 238.98%
% of portfolio
1.45%
Previous 0.45%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
BUY
N/A
109,099 Added 236.47%
155,236 $3.98 Billion
Q2 2025

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

Track Heritage Oak Wealth Advisors LLC Portfolio

Follow Heritage Oak Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Oak Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Oak Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email