Heartwood Wealth Advisors LLC Spdr Index Shs Fds S&P Intl Di Transaction History
Heartwood Wealth Advisors LLC
- $894 Million
- Q3 2024
A detailed history of Heartwood Wealth Advisors LLC transactions in Spdr Index Shs Fds S&P Intl Di stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 24,237 shares of DWX stock, worth $886,104. This represents 0.1% of its overall portfolio holdings.
Number of Shares
24,237
Previous 24,237
-0.0%
Holding current value
$886,104
Previous $834,000
11.51%
% of portfolio
0.1%
Previous 0.1%
Shares
5 transactions
Others Institutions Holding DWX
# of Institutions
132Shares Held
5.51MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY996KShares$36.4 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC871KShares$31.8 Million0.0% of portfolio
-
Ubs Group Ag405KShares$14.8 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA274KShares$10 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC227KShares$8.31 Million0.0% of portfolio