Heritage Oak Wealth Advisors LLC Ishares Semiconductor ETF Transaction History
Heritage Oak Wealth Advisors LLC
- $217 Billion
- Q3 2024
A detailed history of Heritage Oak Wealth Advisors LLC transactions in Ishares Semiconductor ETF stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 6,129 shares of SOXX stock, worth $1.41 Million. This represents 0.65% of its overall portfolio holdings.
Number of Shares
6,129Holding current value
$1.41 Million% of portfolio
0.65%Shares
1 transactions
Others Institutions Holding SOXX
# of Institutions
814Shares Held
36MCall Options Held
2.12MPut Options Held
6.73M-
Mercer Global Advisors Inc Denver, CO8.74MShares$2.02 Billion4.42% of portfolio
-
Goldman Sachs Group Inc New York, NY3.25MShares$749 Million0.12% of portfolio
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Healthcare Of Ontario Pension Plan Trust Fund Toronto, A62.96MShares$683 Million1.68% of portfolio
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Bank Of America Corp Charlotte, NC2.62MShares$603 Million0.05% of portfolio
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Morgan Stanley New York, NY2.33MShares$536 Million0.04% of portfolio