Heritage Oak Wealth Advisors LLC Spdr Ser Tr Spdr S&P Metals & Transaction History
Heritage Oak Wealth Advisors LLC
- $213 Billion
- Q4 2024
A detailed history of Heritage Oak Wealth Advisors LLC transactions in Spdr Ser Tr Spdr S&P Metals & stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 46,362 shares of XME stock, worth $2.68 Million. This represents 1.24% of its overall portfolio holdings.
Number of Shares
46,362Holding current value
$2.68 Million% of portfolio
1.24%Shares
2 transactions
Others Institutions Holding XME
# of Institutions
345Shares Held
21.9MCall Options Held
4.54MPut Options Held
11.2M-
Bank Of America Corp Charlotte, NC2.46MShares$142 Million0.01% of portfolio
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Morgan Stanley New York, NY2.29MShares$132 Million0.01% of portfolio
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Clal Insurance Enterprises Holdings LTD Tel Aviv, L32.1MShares$121 Million1.07% of portfolio
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Goldman Sachs Group Inc New York, NY1.31MShares$75.8 Million0.01% of portfolio
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Vanderbilt University Nashville, TN969KShares$55.9 Million10.78% of portfolio