Heritage Oak Wealth Advisors LLC Pimco ETF Tr Enhanced Sht Matu Transaction History
Heritage Oak Wealth Advisors LLC
- $213 Billion
- Q4 2024
A detailed history of Heritage Oak Wealth Advisors LLC transactions in Pimco ETF Tr Enhanced Sht Matu stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 37,782 shares of MINT stock, worth $3.8 Million. This represents 1.78% of its overall portfolio holdings.
Number of Shares
37,782Holding current value
$3.8 Million% of portfolio
1.78%Shares
2 transactions
Others Institutions Holding MINT
# of Institutions
759Shares Held
87.4MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY23.9MShares$2.4 Billion0.2% of portfolio
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Morgan Stanley New York, NY7.76MShares$780 Million0.06% of portfolio
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Assetmark, Inc7.19MShares$723 Million1.98% of portfolio
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Wells Fargo & Company San Francisco, CA3.53MShares$355 Million0.08% of portfolio
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Hb Wealth Management, LLC3.48MShares$349 Million3.58% of portfolio