Heartwood Wealth Advisors LLC Ishares Core Msci Intl Develop Transaction History
Heartwood Wealth Advisors LLC
- $894 Million
- Q3 2024
Shares
3 transactions
Others Institutions Holding IDEV
# of Institutions
457Shares Held
172MCall Options Held
1.8KPut Options Held
0-
Bank Of America Corp Charlotte, NC35.3MShares$2.3 Billion0.21% of portfolio
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Creative Planning Overland Park, KS17.5MShares$1.14 Billion1.23% of portfolio
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Black Rock Inc. New York, NY16.7MShares$1.09 Billion0.03% of portfolio
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Morgan Stanley New York, NY9.81MShares$640 Million0.05% of portfolio
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Sei Investments CO Oaks, PA9.24MShares$602 Million0.88% of portfolio