Heartwood Wealth Advisors LLC Vanguard Mega Cap ETF Transaction History
Heartwood Wealth Advisors LLC
- $836 Million
- Q2 2024
A detailed history of Heartwood Wealth Advisors LLC transactions in Vanguard Mega Cap ETF stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 9,650 shares of MGC stock, worth $1.91 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
9,650
Previous 9,661
0.11%
Holding current value
$1.91 Million
Previous $1.81 Million
5.43%
% of portfolio
0.23%
Previous 0.22%
Shares
10 transactions
Others Institutions Holding MGC
# of Institutions
444Shares Held
15MCall Options Held
14.4KPut Options Held
100-
Bank Of America Corp Charlotte, NC1.59MShares$314 Million0.03% of portfolio
-
Morgan Stanley New York, NY631KShares$125 Million0.01% of portfolio
-
New York Life Investment Management LLC New York, NY602KShares$119 Million1.27% of portfolio
-
Wooster Corthell Wealth Management, Inc.490KShares$96.9 Million21.86% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN486KShares$96.2 Million0.03% of portfolio