Heritage Oak Wealth Advisors LLC First Tr Ex Tr Fd Viii Ft Cboe Transaction History
Heritage Oak Wealth Advisors LLC
- $275 Billion
- Q3 2025
A detailed history of Heritage Oak Wealth Advisors LLC transactions in First Tr Ex Tr Fd Viii Ft Cboe stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 5,728 shares of DDEC stock, worth $252,547. This represents 0.09% of its overall portfolio holdings.
Number of Shares
5,728
Previous 5,728
-0.0%
Holding current value
$252,547
Previous $239 Million
4.81%
% of portfolio
0.09%
Previous 0.09%
Shares
1 transactions
Others Institutions Holding DDEC
# of Institutions
114Shares Held
3.35MCall Options Held
0Put Options Held
0-
Advisor Group Holdings, Inc. Phoenix, AZ249KShares$11 Million0.02% of portfolio
-
Commonwealth Equity Services, LLC228KShares$10.1 Million0.01% of portfolio
-
Kestra Advisory Services, LLC225KShares$9.93 Million0.05% of portfolio
-
Envestnet Asset Management Inc138KShares$6.07 Million0.0% of portfolio
-
Hartford Financial Management Inc.114KShares$5 Million1.43% of portfolio