Heritage Oak Wealth Advisors LLC Ishares U S ETF Tr Int Rate He Transaction History
Heritage Oak Wealth Advisors LLC
- $217 Billion
- Q3 2024
A detailed history of Heritage Oak Wealth Advisors LLC transactions in Ishares U S ETF Tr Int Rate He stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 49,251 shares of HYGH stock, worth $4.29 Million. This represents 1.96% of its overall portfolio holdings.
Number of Shares
49,251Holding current value
$4.29 Million% of portfolio
1.96%Shares
1 transactions
Others Institutions Holding HYGH
# of Institutions
72Shares Held
1.45MCall Options Held
0Put Options Held
0-
Minich Mac Gregor Wealth Management, LLC164KShares$14.3 Million3.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC102KShares$8.92 Million0.0% of portfolio
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Rooted Wealth Advisors, Inc. Bourbonnais, IL93.4KShares$8.14 Million3.16% of portfolio
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Atria Wealth Solutions, Inc. New York, NY92.8KShares$8.09 Million0.09% of portfolio
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Ubs Group Ag84.6KShares$7.37 Million0.0% of portfolio