Heritage Oak Wealth Advisors LLC Ishares U S ETF Tr Int Rate He Transaction History
Heritage Oak Wealth Advisors LLC
- $213 Billion
- Q4 2024
Shares
1 transactions
Others Institutions Holding HYGH
# of Institutions
91Shares Held
1.86MCall Options Held
0Put Options Held
0-
Minich Mac Gregor Wealth Management, LLC160KShares$13.4 Million3.24% of portfolio
-
Kovack Advisors, Inc.126KShares$10.6 Million1.11% of portfolio
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Lpl Financial LLC Fort Mill, SC119KShares$9.97 Million0.0% of portfolio
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Matauro, LLC New York, NY117KShares$9.86 Million2.03% of portfolio
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Atria Wealth Solutions, Inc. New York, NY92.8KShares$7.81 Million0.09% of portfolio