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

Heritage Oak Wealth Advisors LLC

  • $275 Billion
  • Q3 2025

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 5,082 shares of SSUS stock, worth $245,054. This represents 0.09% of its overall portfolio holdings.

Number of Shares
5,082
Previous 6,527 22.14%
Holding current value
$245,054
Previous $294 Million 16.36%
% of portfolio
0.09%
Previous 0.11%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
SELL
$44.92 - $48.31 $64,909 - $69,807
-1,445 Reduced 22.14%
5,082 $245 Million
Q2 2025

Jul 15, 2025
SELL
$36.23 - $44.97 $25,759 - $31,973
-711 Reduced 9.82%
6,527 $294 Million
Q1 2025

Apr 28, 2025
SELL
$39.91 - $43.97 $36,118 - $39,792
-905 Reduced 11.11%
7,238 $295 Million
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
76
Shares Held
12.1M
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
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