Heritage Oak Wealth Advisors LLC Ishares Trust Aaa A Rated Corp Transaction History
Heritage Oak Wealth Advisors LLC
- $271 Billion
- Q4 2025
A detailed history of Heritage Oak Wealth Advisors LLC transactions in Ishares Trust Aaa A Rated Corp stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 4,181 shares of QLTA stock, worth $201,147. This represents 0.07% of its overall portfolio holdings.
Number of Shares
4,181Holding current value
$201,147% of portfolio
0.07%Shares
1 transactions
Others Institutions Holding QLTA
# of Institutions
209Shares Held
25.7MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc2.88MShares$139 Million0.04% of portfolio
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Lpl Financial LLC Fort Mill, SC2.02MShares$97 Million0.03% of portfolio
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Miracle Mile Advisors, LLC2MShares$96.4 Million1.59% of portfolio
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Bank Of America Corp Charlotte, NC1.67MShares$80.1 Million0.01% of portfolio
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High Tower Advisors, LLC Chicago, IL1.01MShares$48.8 Million0.06% of portfolio