Heritage Oak Wealth Advisors LLC Vanguard Index Fds S&P 500 ETF Transaction History
Heritage Oak Wealth Advisors LLC
- $217 Billion
- Q3 2024
A detailed history of Heritage Oak Wealth Advisors LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 2,229 shares of VOO stock, worth $1.23 Million. This represents 0.54% of its overall portfolio holdings.
Number of Shares
2,229Holding current value
$1.23 Million% of portfolio
0.54%Shares
1 transactions
Others Institutions Holding VOO
# of Institutions
3,155Shares Held
395MCall Options Held
2.09MPut Options Held
2.68M-
Vanguard Group Inc Valley Forge, PA30MShares$16.6 Billion0.29% of portfolio
-
Jpmorgan Chase & CO New York, NY23.9MShares$13.2 Billion1.04% of portfolio
-
Bank Of America Corp Charlotte, NC23.4MShares$12.9 Billion1.04% of portfolio
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Raymond James & Associates St Petersburg, FL23.4MShares$12.9 Billion7.64% of portfolio
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Morgan Stanley New York, NY22MShares$12.2 Billion0.86% of portfolio