Heritage Oak Wealth Advisors LLC Ishares Inc Msci Global Energy Transaction History

Heritage Oak Wealth Advisors LLC

$217 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 28, 2024	BUY	$25.1 - $27.85 $1.29 Million - $1.44 Million	51,586 New	51,586 $1.34 Billion

Others Institutions Holding FILL

# of Institutions

39

Shares Held

1.18M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

285K
Shares

$7.07 Million
0.0% of portfolio
Ars Investment Partners, LLC

147K
Shares

$3.65 Million
0.37% of portfolio
Planned Solutions, Inc.

112K
Shares

$2.79 Million
1.14% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

94.6K
Shares

$2.35 Million
0.0% of portfolio
Jane Street Group, LLC New York, NY

89.6K
Shares

$2.23 Million
0.0% of portfolio

About ISHARES INC MSCI GLOBAL ENERGY

Ticker FILL
Sector ETFs
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