Heritage Oak Wealth Advisors LLC Strategy Shs Day Hagan/Ned Dav Transaction History

Heritage Oak Wealth Advisors LLC

  • $259 Billion
  • Q2 2025

A detailed history of Heritage Oak Wealth Advisors LLC transactions in Strategy Shs Day Hagan/Ned Dav stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 6,527 shares of SSUS stock, worth $293,845. This represents 0.11% of its overall portfolio holdings.

Number of Shares
6,527
Previous 7,238 9.82%
Holding current value
$293,845
Previous $295 Million 0.39%
% of portfolio
0.11%
Previous 0.13%

Shares

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

Jul 15, 2025
SELL
$36.23 - $44.97 $25,759 - $31,973
-711 Reduced 9.82%
6,527 $294 Million
Q1 2025

Apr 28, 2025
SELL
$39.91 - $43.97 $36,118 - $39,792
-905 Reduced 11.11%
7,238 $295 Million
Q4 2024

Feb 05, 2025
BUY
$41.16 - $44.07 $335,165 - $358,862
8,143 New
8,143 $343 Million
Q2 2024

Aug 28, 2024
BUY
$36.32 - $39.68 $486,179 - $531,156
13,386 New
13,386 $529 Million

Others Institutions Holding SSUS

# of Institutions
79
Shares Held
13.3M
Call Options Held
0
Put Options Held
0
View Full List

About STRATEGY SHS DAY HAGAN/NED DAV

SSUS Quotes by TradingView
  • Ticker SSUS
  • Sector ETFs
  • Industry ETFs
More about SSUS
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