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Ishares Inc msci glb energ shares owned by Heritage Oak Wealth Advisors

Quarter-by-quarter ownership of Ishares Inc msci glb energ (FILL) shares owned by Heritage Oak Wealth Advisors from 13F filings

Historical chart of Heritage Oak Wealth Advisors investment in Ishares Inc msci glb energ

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All positions including Ishares Inc msci glb energ held by Heritage Oak Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Inc msci glb energ by Heritage Oak Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.3M 52k 25.98

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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 Ishares Inc msci glb energ

Beacon Harbor Wealth Advisors
LPL Financial
A.R. Schmeidler & Co
Planned Solutions
Fisher Investments
Jane Street
Morgan Stanley
Susquehanna International
Heritage Oak Wealth Advisors
Cetera Investment Advisers
We Are One Seven
Bank Of Montreal
Wealthfront Advisers
Raymond James & Associates
Creekside Partners

View all funds holding Ishares Inc msci glb energ