Heartwood Wealth Advisors LLC Vanguard Bd Index Fd Inc Inter Transaction History
Heartwood Wealth Advisors LLC
- $894 Million
- Q3 2024
A detailed history of Heartwood Wealth Advisors LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 202,209 shares of BIV stock, worth $15.2 Million. This represents 1.77% of its overall portfolio holdings.
Number of Shares
202,209Holding current value
$15.2 Million% of portfolio
1.77%Shares
1 transactions
Others Institutions Holding BIV
# of Institutions
899Shares Held
157MCall Options Held
4KPut Options Held
53.2K-
Envestnet Asset Management Inc16.9MShares$1.27 Billion0.44% of portfolio
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Northwestern Mutual Wealth Management CO7.75MShares$581 Million0.54% of portfolio
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Wells Fargo & Company San Francisco, CA7.73MShares$580 Million0.14% of portfolio
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Goldman Sachs Group Inc New York, NY7.38MShares$553 Million0.1% of portfolio
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Bank Of America Corp Charlotte, NC6.21MShares$465 Million0.04% of portfolio