Heritage Oak Wealth Advisors LLC Franklin Templeton ETF Tr Libe Transaction History

Heritage Oak Wealth Advisors LLC

  • $275 Billion
  • Q3 2025

A detailed history of Heritage Oak Wealth Advisors LLC transactions in Franklin Templeton ETF Tr Libe stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 162,539 shares of FLHY stock, worth $3.94 Million. This represents 1.45% of its overall portfolio holdings.

Number of Shares
162,539
Previous 129,430 25.58%
Holding current value
$3.94 Million
Previous $3.15 Billion 26.51%
% of portfolio
1.45%
Previous 1.22%

Shares

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

Oct 20, 2025
BUY
$24.08 - $24.56 $797,264 - $813,157
33,109 Added 25.58%
162,539 $3.99 Billion
Q2 2025

Jul 15, 2025
BUY
$22.87 - $24.35 $2.96 Million - $3.15 Million
129,430 New
129,430 $3.15 Billion

Others Institutions Holding FLHY

# of Institutions
85
Shares Held
21M
Call Options Held
0
Put Options Held
0
View Full List

About FRANKLIN TEMPLETON ETF TR LIBE

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