Heritage Oak Wealth Advisors LLC First Tr Tactical High Yield L Transaction History
Heritage Oak Wealth Advisors LLC
- $217 Billion
- Q3 2024
A detailed history of Heritage Oak Wealth Advisors LLC transactions in First Tr Tactical High Yield L stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 75,497 shares of HYLS stock, worth $3.14 Million. This represents 1.46% of its overall portfolio holdings.
Number of Shares
75,497Holding current value
$3.14 Million% of portfolio
1.46%Shares
1 transactions
Others Institutions Holding HYLS
# of Institutions
222Shares Held
32MCall Options Held
0Put Options Held
0-
International Assets Investment Management, LLC Orlando, FL6.8MShares$283 Million0.54% of portfolio
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Morgan Stanley New York, NY5.31MShares$221 Million0.02% of portfolio
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Lpl Financial LLC Fort Mill, SC3.18MShares$132 Million0.06% of portfolio
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First Trust Advisors LP Wheaton, IL2.8MShares$117 Million0.12% of portfolio
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Wells Fargo & Company San Francisco, CA2.09MShares$86.7 Million0.02% of portfolio