HERITAGE OAK WEALTH ADVISORS LLC

Q3 2024 13F Holdings

Location
Santa Rosa Beach, FL
Holdings as of
9/30/2024
Value ($000)
$217,065
Num holdings
149
Date filed
10/23/2024
Form type
13F-HR
Prev filing
8/28/2024
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type