Heritage Oak Wealth Advisors LLC First Tr Exch Tr Fd Viii Cboe Transaction History

Heritage Oak Wealth Advisors LLC

$213 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 23, 2024	BUY	$43.21 - $46.51 $487,106 - $524,307	11,273 New	11,273 $524 Million

Others Institutions Holding FMAY

# of Institutions

131

Shares Held

5.11M

Call Options Held

0

Put Options Held

0

Focus Wealth Advisors, LLC

488K
Shares

$22.8 Million
13.55% of portfolio
Commonwealth Equity Services, LLC

344K
Shares

$16 Million
0.02% of portfolio
Raymond James Financial Inc St. Petersburg, FL

270K
Shares

$12.6 Million
0.0% of portfolio
Mc Carthy & Cox Marysville, OH

239K
Shares

$11.1 Million
3.93% of portfolio
Reap Financial Group, LLC Austin, TX

211K
Shares

$9.86 Million
2.49% of portfolio

About FIRST TR EXCH-TR FD VIII CBOE

Ticker FMAY
Sector Technology

More about FMAY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Oak Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Oak Wealth Advisors LLC with notifications on news.