Heritage Wealth Advisors Ishares S&P 100 ETF Transaction History
Heritage Wealth Advisors
- $2.16 Billion
- Q2 2024
A detailed history of Heritage Wealth Advisors transactions in Ishares S&P 100 ETF stock. As of the latest transaction made, Heritage Wealth Advisors holds 13,329 shares of OEF stock, worth $3.55 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
13,329
Previous 13,341
0.09%
Holding current value
$3.55 Million
Previous $3.3 Million
6.73%
% of portfolio
0.16%
Previous 0.12%
Shares
20 transactions
Others Institutions Holding OEF
# of Institutions
801Shares Held
34.7MCall Options Held
9.6KPut Options Held
15.1K-
Bank Of America Corp Charlotte, NC5.97MShares$1.59 Billion0.14% of portfolio
-
Fifth Third Bancorp2.34MShares$623 Million2.38% of portfolio
-
Cresset Asset Management, LLC Chicago, IL2.23MShares$594 Million2.5% of portfolio
-
Jones Financial Companies Lllp1.87MShares$498 Million0.57% of portfolio
-
Jpmorgan Chase & CO New York, NY1.48MShares$394 Million0.03% of portfolio