Heritage Oak Wealth Advisors LLC Invesco ETF Tr Ii S&P 500 High Transaction History
Heritage Oak Wealth Advisors LLC
- $217 Billion
- Q3 2024
A detailed history of Heritage Oak Wealth Advisors LLC transactions in Invesco ETF Tr Ii S&P 500 High stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 25,583 shares of SPHD stock, worth $1.24 Million. This represents 0.6% of its overall portfolio holdings.
Number of Shares
25,583Holding current value
$1.24 Million% of portfolio
0.6%Shares
1 transactions
Others Institutions Holding SPHD
# of Institutions
363Shares Held
22.3MCall Options Held
87.1KPut Options Held
14.3K-
Morgan Stanley New York, NY2.92MShares$142 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC1.93MShares$93.5 Million0.04% of portfolio
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Bank Of America Corp Charlotte, NC1.12MShares$54.5 Million0.0% of portfolio
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Royal Bank Of Canada Toronto, A61.11MShares$54.1 Million0.01% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA1.02MShares$49.4 Million0.11% of portfolio