Heritage Oak Wealth Advisors LLC Spdr S&P 500 ETF Trust Transaction History

Heritage Oak Wealth Advisors LLC

  • $217 Billion
  • Q3 2024

A detailed history of Heritage Oak Wealth Advisors LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 24,981 shares of SPY stock, worth $15 Million. This represents 6.6% of its overall portfolio holdings.

Number of Shares
24,981
Holding current value
$15 Million
% of portfolio
6.6%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024
BUY
$517.38 - $573.86 $12.9 Million - $14.3 Million
24,981 New
24,981 $14.3 Billion

Others Institutions Holding SPY

# of Institutions
4,553
Shares Held
593M
Call Options Held
285M
Put Options Held
653M
View Full List

About SPDR S&P 500 ETF TRUST

SPY Quotes by TradingView
  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
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