HERITAGE OAK WEALTH ADVISORS LLC

Q4 2024 13F Holdings

Location
Santa Rosa Beach, FL
Holdings as of
12/31/2024
Value ($000)
$212,911
Num holdings
76
Date filed
2/5/2025
Form type
13F-HR
Prev filing
10/23/2024
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type