Heartwood Wealth Advisors LLC Vanguard Extended Duration Tre Transaction History
Heartwood Wealth Advisors LLC
- $836 Million
- Q2 2024
A detailed history of Heartwood Wealth Advisors LLC transactions in Vanguard Extended Duration Tre stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 160,168 shares of EDV stock, worth $13.1 Million. This represents 1.41% of its overall portfolio holdings.
Number of Shares
160,168
Previous 156,703
2.21%
Holding current value
$13.1 Million
Previous $12 Million
2.05%
% of portfolio
1.41%
Previous 1.48%
Shares
6 transactions
Others Institutions Holding EDV
# of Institutions
187Shares Held
13.2MCall Options Held
236KPut Options Held
209K-
Bank Of America Corp Charlotte, NC1.35MShares$110 Million0.01% of portfolio
-
Envestnet Asset Management Inc976KShares$79.6 Million0.03% of portfolio
-
River Front Investment Group, LLC Richmond, VA865KShares$70.5 Million1.72% of portfolio
-
Morgan Stanley New York, NY800KShares$65.2 Million0.0% of portfolio
-
Hantz Financial Services, Inc.735KShares$59.9 Million1.04% of portfolio