Heritage Oak Wealth Advisors LLC Xtrackers Usd High Yield Corp Transaction History

Heritage Oak Wealth Advisors LLC

  • $213 Billion
  • Q4 2024

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 98,823 shares of HYLB stock, worth $3.55 Million. This represents 1.67% of its overall portfolio holdings.

Number of Shares
98,823
Holding current value
$3.55 Million
% of portfolio
1.67%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 05, 2025
BUY
$35.95 - $36.76 $3.55 Million - $3.63 Million
98,823 New
98,823 $3.57 Billion
Q2 2024

Aug 28, 2024
BUY
$34.76 - $35.57 $3.04 Million - $3.11 Million
87,477 New
87,477 $3.1 Billion

Others Institutions Holding HYLB

# of Institutions
247
Shares Held
94.5M
Call Options Held
1.9K
Put Options Held
20.1K
View Full List

About XTRACKERS USD HIGH YIELD CORP

HYLB Quotes by TradingView
  • Ticker HYLB
  • Sector ETFs
  • Industry ETFs
More about HYLB
Track This Portfolio

Track Heritage Oak Wealth Advisors LLC Portfolio

Follow Heritage Oak Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email