Heritage Oak Wealth Advisors LLC Ishares Msci Usa Quality Facto Transaction History
Heritage Oak Wealth Advisors LLC
- $213 Billion
- Q4 2024
A detailed history of Heritage Oak Wealth Advisors LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 2,308 shares of QUAL stock, worth $419,663. This represents 0.19% of its overall portfolio holdings.
Number of Shares
2,308Holding current value
$419,663% of portfolio
0.19%Shares
1 transactions
Others Institutions Holding QUAL
# of Institutions
1,567Shares Held
236MCall Options Held
23.3KPut Options Held
11.6K-
Envestnet Asset Management Inc29.1MShares$5.3 Billion1.72% of portfolio
-
Lpl Financial LLC Fort Mill, SC16.9MShares$3.07 Billion1.26% of portfolio
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Morgan Stanley New York, NY9.09MShares$1.65 Billion0.12% of portfolio
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Bank Of America Corp Charlotte, NC7.72MShares$1.4 Billion0.12% of portfolio
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Pnc Financial Services Group, Inc. Pittsburgh, PA7.68MShares$1.4 Billion0.92% of portfolio