Spdr Series spdr bofa crss shares owned by Heritage Oak Wealth Advisors
Quarter-by-quarter ownership of Spdr Series spdr bofa crss (SPHY) shares owned by Heritage Oak Wealth Advisors
from 13F filings
Historical chart of Heritage Oak Wealth Advisors investment in Spdr Series spdr bofa crss
Tip: Access up to 7 years of quarterly data
All positions including Spdr Series spdr bofa crss held by Heritage Oak Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Spdr Series spdr bofa crss by Heritage Oak Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-06-30 | $2.8M | 120k | 23.23 |
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