Heartwood Wealth Advisors LLC Vaneck ETF Tr Natural Resource Transaction History

Heartwood Wealth Advisors LLC

$836 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 04, 2020	SELL	N/A	-49,246 Closed	0 $0
Q4 2019 Jan 31, 2020	BUY	N/A	49,246 New	49,246 $1.83 Million

Others Institutions Holding HAP

# of Institutions

56

Shares Held

1.2M

Call Options Held

0

Put Options Held

0

Iag Wealth Partners, LLC

274K
Shares

$13.9 Million
2.77% of portfolio
Morton Capital Management Llc/Ca Calabasas, CA

183K
Shares

$9.28 Million
2.17% of portfolio
Mercer Global Advisors Inc Denver, CO

163K
Shares

$8.27 Million
0.0% of portfolio
Cultivar Capital, Inc. Denton, TX

133K
Shares

$6.78 Million
5.59% of portfolio
Lpl Financial LLC Fort Mill, SC

50.5K
Shares

$2.57 Million
0.0% of portfolio

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