Heritage Oak Wealth Advisors LLC Spdr Bloomberg 1 3 Month T Bil Transaction History
Heritage Oak Wealth Advisors LLC
- $213 Billion
- Q4 2024
A detailed history of Heritage Oak Wealth Advisors LLC transactions in Spdr Bloomberg 1 3 Month T Bil stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 182,476 shares of BIL stock, worth $16.7 Million. This represents 7.84% of its overall portfolio holdings.
Number of Shares
182,476Holding current value
$16.7 Million% of portfolio
7.84%Shares
2 transactions
Others Institutions Holding BIL
# of Institutions
1,201Shares Held
236MCall Options Held
3.3KPut Options Held
105K-
Morgan Stanley New York, NY19.4MShares$1.78 Billion0.13% of portfolio
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Bank Of America Corp Charlotte, NC16.4MShares$1.5 Billion0.13% of portfolio
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Strategic Financial Concepts, LLC San Antonio, TX14.7MShares$1.35 Billion2.72% of portfolio
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Lpl Financial LLC Fort Mill, SC11.5MShares$1.05 Billion0.44% of portfolio
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Ubs Group Ag6.52MShares$597 Million0.11% of portfolio