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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

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Quarterly reported holdings in Advisorshares Tr by Heritage Oak Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.9M 264k 7.33

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 Advisorshares Tr

Frigate Ventures
Citadel Advisors
Jane Street
Susquehanna International
Eminence Capital
AdvisorShares Investments
Murchinson
Caption Management
Citigroup
Scoggin
Ardsley Advisory Partners
Parallax Volatility Advisers
Wolverine Trading
JW Asset Management
Millennium Management

View all funds holding Advisorshares Tr