Heritage Oak Wealth Advisors LLC Invesco ETF Tr Ii Sr Ln ETF Transaction History

Heritage Oak Wealth Advisors LLC

  • $275 Billion
  • Q3 2025

A detailed history of Heritage Oak Wealth Advisors LLC transactions in Invesco ETF Tr Ii Sr Ln ETF stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 11,833 shares of BKLN stock, worth $247,901. This represents 0.09% of its overall portfolio holdings.

Number of Shares
11,833
Previous 14,012 15.55%
Holding current value
$247,901
Previous $293 Million 15.51%
% of portfolio
0.09%
Previous 0.11%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
SELL
$20.84 - $21.03 $45,410 - $45,824
-2,179 Reduced 15.55%
11,833 $248 Million
Q2 2025

Jul 15, 2025
SELL
$20.12 - $21.0 $1.06 Million - $1.11 Million
-52,697 Reduced 79.0%
14,012 $293 Million
Q1 2025

Apr 28, 2025
BUY
$20.7 - $21.15 $1.38 Million - $1.41 Million
66,709 New
66,709 $1.38 Billion
Q2 2024

Aug 28, 2024
BUY
$21.0 - $21.22 $2.21 Million - $2.24 Million
105,359 New
105,359 $2.22 Billion

Others Institutions Holding BKLN

# of Institutions
567
Shares Held
285M
Call Options Held
11.1K
Put Options Held
835K
View Full List

About INVESCO ETF TR II SR LN ETF

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