Heritage Oak Wealth Advisors LLC Franklin Templeton ETF Tr Libe Transaction History

Heritage Oak Wealth Advisors LLC

  • $271 Billion
  • Q4 2025

A detailed history of Heritage Oak Wealth Advisors LLC transactions in Franklin Templeton ETF Tr Libe stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 8,846 shares of FLHY stock, worth $214,338. This represents 0.08% of its overall portfolio holdings.

Number of Shares
8,846
Previous 162,539 94.56%
Holding current value
$214,338
Previous $3.99 Billion 94.58%
% 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
$24.14 - $24.56 $3.71 Million - $3.77 Million
-153,693 Reduced 94.56%
8,846 $216 Million
Q3 2025

Oct 20, 2025
BUY
$24.08 - $24.56 $797,264 - $813,157
33,109 Added 25.58%
162,539 $3.99 Billion
Q2 2025

Jul 15, 2025
BUY
$22.87 - $24.35 $2.96 Million - $3.15 Million
129,430 New
129,430 $3.15 Billion

Others Institutions Holding FLHY

# of Institutions
86
Shares Held
21M
Call Options Held
0
Put Options Held
0
View Full List

About FRANKLIN TEMPLETON ETF TR LIBE

FLHY Quotes by TradingView
  • Ticker FLHY
  • Sector ETFs
  • Industry ETFs
More about FLHY
Track This Portfolio

Track Heritage Oak Wealth Advisors LLC Portfolio

Follow Heritage Oak Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Oak Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Oak Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email