Heritage Oak Wealth Advisors LLC THORNBURG ETF TR Transaction History

Heritage Oak Wealth Advisors LLC

  • $271 Billion
  • Q4 2025
Number of Shares
8,716
Previous 155,236 94.39%
Holding current value
$223 Million
Previous $3.98 Billion 94.4%
% of portfolio
0.08%
Previous 1.45%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 21, 2026
SELL
N/A
-146,520 Reduced 94.39%
8,716 $223 Million
Q3 2025

Oct 20, 2025
BUY
N/A
109,099 Added 236.47%
155,236 $3.98 Billion
Q2 2025

Jul 15, 2025
BUY
N/A
46,137 New
46,137 $1.17 Billion
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