Heritage Oak Wealth Advisors »

Coinbase Global shares owned by Heritage Oak Wealth Advisors

Quarter-by-quarter ownership of Coinbase Global (COIN) shares owned by Heritage Oak Wealth Advisors from 13F filings

Historical chart of Heritage Oak Wealth Advisors investment in Coinbase Global

Tip: Access up to 7 years of quarterly data

All positions including Coinbase Global held by Heritage Oak Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Coinbase Global by Heritage Oak Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $463k 2.1k 222.23

More positions owned by Heritage Oak Wealth Advisors

Wal-Mart Stores (WMT)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Core Scientific *w Exp 01/23/202 (CORZZ)
Apple (AAPL)
Humana (HUM)
Spdr Gold Tr Gold Shs (GLD)
Dbx Etf Tr Xtrack Usd High (HYLB)
Spdr Ser Tr Portfli High Yld (SPHY)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Core Scientific *w Exp 01/23/202 (CORZW)
Core Scientific (CORZ)

View all positions for Heritage Oak Wealth Advisors

Top funds holding Coinbase Global

Vanguard Group
Susquehanna International
BlackRock
FMR
Citadel Advisors
Paradigm Operations
State Street Corporation
ARK Investment Management
Sumitomo Mitsui Trust Holdings
Geode Capital Management
Jane Street
Nikko Asset Management Americas
Morgan Stanley
a16z Perennial Management
Wolverine Trading

View all funds holding Coinbase Global