Heritage Oak Wealth Advisors LLC Strategy Shs Day Hagan/Ned Dav Transaction History

Heritage Oak Wealth Advisors LLC

  • $213 Billion
  • Q4 2024

A detailed history of Heritage Oak Wealth Advisors LLC transactions in Strategy Shs Day Hagan/Ned Dav stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 8,143 shares of SSUS stock, worth $329,791. This represents 0.16% of its overall portfolio holdings.

Number of Shares
8,143
Holding current value
$329,791
% of portfolio
0.16%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 05, 2025
BUY
$41.16 - $44.07 $335,165 - $358,862
8,143 New
8,143 $343 Million
Q2 2024

Aug 28, 2024
BUY
$36.32 - $39.68 $486,179 - $531,156
13,386 New
13,386 $529 Million

Others Institutions Holding SSUS

# of Institutions
77
Shares Held
14.2M
Call Options Held
0
Put Options Held
0
View Full List

About STRATEGY SHS DAY HAGAN/NED DAV

SSUS Quotes by TradingView
  • Ticker SSUS
  • Sector ETFs
  • Industry ETFs
More about SSUS
Track This Portfolio

Track Heritage Oak Wealth Advisors LLC Portfolio

Follow Heritage Oak Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Oak Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Oak Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email