Heartwood Wealth Advisors LLC Alerian Energy Infrastructure Transaction History
Heartwood Wealth Advisors LLC
- $879 Million
- Q4 2024
Shares
3 transactions
Others Institutions Holding ENFR
# of Institutions
94Shares Held
3.5MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA352KShares$11.4 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL316KShares$10.2 Million0.0% of portfolio
-
Mariner, LLC Overland Park, KS284KShares$9.2 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC224KShares$7.25 Million0.0% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL217KShares$7.03 Million0.01% of portfolio