Heritage Oak Wealth Advisors LLC Spdr Bloomberg Short Term High Transaction History
Heritage Oak Wealth Advisors LLC
- $213 Billion
- Q4 2024
A detailed history of Heritage Oak Wealth Advisors LLC transactions in Spdr Bloomberg Short Term High stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 70,539 shares of SJNK stock, worth $1.79 Million. This represents 0.84% of its overall portfolio holdings.
Number of Shares
70,539Holding current value
$1.79 Million% of portfolio
0.84%Shares
2 transactions
Others Institutions Holding SJNK
# of Institutions
406Shares Held
131MCall Options Held
109KPut Options Held
67.5K-
Ameriprise Financial Inc Minneapolis, MN12.6MShares$319 Million0.08% of portfolio
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Grimes & Company, Inc.7.85MShares$200 Million5.77% of portfolio
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Ilmarinen Mutual Pension Insurance CO Helsinki, H95.46MShares$139 Million1.18% of portfolio
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Angeles Investment Advisors, LLC5.31MShares$135 Million6.49% of portfolio
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Wright Fund Management, LLC Santa Monica, CA4.83MShares$123 Million4.18% of portfolio