Advisorshares Tr shares owned by Heritage Oak Wealth Advisors
Quarter-by-quarter ownership of Advisorshares Tr (MSOS) shares owned by Heritage Oak Wealth Advisors
from 13F filings
Historical chart of Heritage Oak Wealth Advisors investment in Advisorshares Tr
Tip: Access up to 7 years of quarterly data
All positions including Advisorshares Tr held by Heritage Oak Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Advisorshares Tr by Heritage Oak Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $251k | 53k | 4.79 |
| 2025-06-30 | $129k | 54k | 2.41 |
| 2025-03-31 | $114k | 44k | 2.61 |
| 2024-12-31 | $167k | 44k | 3.81 |
| 2024-06-30 | $1.9M | 264k | 7.33 |
More positions owned by Heritage Oak Wealth Advisors
View all positions for Heritage Oak Wealth Advisors