Heritage Oak Wealth Advisors LLC Xtrackers Usd High Yield Corp Transaction History
Heritage Oak Wealth Advisors LLC
- $275 Billion
- Q3 2025
A detailed history of Heritage Oak Wealth Advisors LLC transactions in Xtrackers Usd High Yield Corp stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 101,302 shares of HYLB stock, worth $3.71 Million. This represents 1.37% of its overall portfolio holdings.
Number of Shares
101,302
Previous 99,711
1.6%
Holding current value
$3.71 Million
Previous $3.68 Billion
2.12%
% of portfolio
1.37%
Previous 1.42%
Shares
5 transactions
Others Institutions Holding HYLB
# of Institutions
251Shares Held
107MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC21.9MShares$803 Million0.06% of portfolio
-
Employees Retirement System Of Texas12.7MShares$467 Million3.77% of portfolio
-
Next Capital Advisers, Inc.11.4MShares$418 Million7.46% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA6.12MShares$224 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA4.87MShares$179 Million0.04% of portfolio