Heartwood Wealth Advisors LLC Spdr Bloomberg Short Term Inte Transaction History
Heartwood Wealth Advisors LLC
- $1.02 Billion
- Q3 2025
A detailed history of Heartwood Wealth Advisors LLC transactions in Spdr Bloomberg Short Term Inte stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 6,268 shares of BWZ stock, worth $172,871. This represents 0.02% of its overall portfolio holdings.
Number of Shares
6,268Holding current value
$172,871% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding BWZ
# of Institutions
78Shares Held
12.6MCall Options Held
0Put Options Held
0-
Assetmark, Inc3.01MShares$83 Million0.2% of portfolio
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Congress Wealth Management LLC Boston, MA1.09MShares$30.1 Million0.31% of portfolio
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Quent Capital, LLC941KShares$25.9 Million2.31% of portfolio
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David R. Rahn & Associates Inc.843KShares$23.3 Million6.29% of portfolio
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Financial Management Professionals, Inc.810KShares$22.3 Million2.43% of portfolio