Heritage Oak Wealth Advisors LLC Select Sector Spdr Fd Material Transaction History
Heritage Oak Wealth Advisors LLC
- $217 Billion
- Q3 2024
A detailed history of Heritage Oak Wealth Advisors LLC transactions in Select Sector Spdr Fd Material stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 3,708 shares of XLB stock, worth $330,012. This represents 0.16% of its overall portfolio holdings.
Number of Shares
3,708Holding current value
$330,012% of portfolio
0.16%Shares
1 transactions
Others Institutions Holding XLB
# of Institutions
917Shares Held
57.1MCall Options Held
22.2MPut Options Held
24.1M-
Morgan Stanley New York, NY6.67MShares$594 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC5.81MShares$517 Million0.05% of portfolio
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Goldman Sachs Group Inc New York, NY4.94MShares$440 Million0.08% of portfolio
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Wells Fargo & Company San Francisco, CA2.96MShares$263 Million0.07% of portfolio
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Cibc World Market Inc. Toronto, A62.44MShares$217 Million0.43% of portfolio