Heritage Oak Wealth Advisors LLC Spdr Portfolio Transaction History
Heritage Oak Wealth Advisors LLC
- $271 Billion
- Q4 2025
A detailed history of Heritage Oak Wealth Advisors LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 9,543 shares of SPYG stock, worth $1 Million. This represents 0.38% of its overall portfolio holdings.
Number of Shares
9,543Holding current value
$1 Million% of portfolio
0.38%Shares
1 transactions
Others Institutions Holding SPYG
# of Institutions
1,404Shares Held
337MCall Options Held
247KPut Options Held
165K-
Lpl Financial LLC Fort Mill, SC39.2MShares$4.11 Billion1.28% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18MShares$1.89 Billion3.6% of portfolio
-
Goldman Sachs Group Inc New York, NY14.2MShares$1.49 Billion0.19% of portfolio
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Allworth Financial LP11.4MShares$1.19 Billion5.41% of portfolio
-
Envestnet Asset Management Inc11MShares$1.15 Billion0.35% of portfolio