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Strategy Shs day hagan ned shares owned by Heritage Oak Wealth Advisors

Quarter-by-quarter ownership of Strategy Shs day hagan ned (SSUS) shares owned by Heritage Oak Wealth Advisors from 13F filings

Historical chart of Heritage Oak Wealth Advisors investment in Strategy Shs day hagan ned

Tip: Access up to 7 years of quarterly data

All positions including Strategy Shs day hagan ned 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 Strategy Shs day hagan ned by Heritage Oak Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $529k 13k 39.51

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 Strategy Shs day hagan ned

Integrated Wealth Concepts
CWM
Royal Bank of Canada
Raymond James Financial Services Advisors
Prospera Financial Services
Raymond James & Associates
Donald L. Hagan
Founders Financial Securities
IHT Wealth Management
Ashton Thomas Private Wealth
LPL Financial
Resources Investment Advisors
Pacific Sage Partners
Commonwealth Equity Services
Morgan Stanley

View all funds holding Strategy Shs day hagan ned