Heritage Oak Wealth Advisors LLC Ishares Inc Msci Global Energy Transaction History
Heritage Oak Wealth Advisors LLC
- $213 Billion
- Q4 2024
A detailed history of Heritage Oak Wealth Advisors LLC transactions in Ishares Inc Msci Global Energy stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 70,361 shares of FILL stock, worth $1.67 Million. This represents 0.75% of its overall portfolio holdings.
Number of Shares
70,361Holding current value
$1.67 Million% of portfolio
0.75%Shares
2 transactions
Others Institutions Holding FILL
# of Institutions
43Shares Held
1.09MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC305KShares$7.25 Million0.0% of portfolio
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Ars Investment Partners, LLC133KShares$3.16 Million0.32% of portfolio
-
Planned Solutions, Inc.81KShares$1.93 Million0.8% of portfolio
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Jane Street Group, LLC New York, NY72.9KShares$1.73 Million0.0% of portfolio
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Cetera Investment Advisers Schaumburg, IL57.8KShares$1.38 Million0.0% of portfolio