Heartwood Wealth Advisors LLC Global X Mlp ETF Transaction History
Heartwood Wealth Advisors LLC
- $879 Million
- Q4 2024
A detailed history of Heartwood Wealth Advisors LLC transactions in Global X Mlp ETF stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 5,167 shares of MLPA stock, worth $272,197. This represents 0.03% of its overall portfolio holdings.
Number of Shares
5,167
Previous 5,167
-0.0%
Holding current value
$272,197
Previous $247,000
3.24%
% of portfolio
0.03%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding MLPA
# of Institutions
224Shares Held
17.8MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.45MShares$182 Million0.01% of portfolio
-
Creative Planning Overland Park, KS1.97MShares$104 Million0.09% of portfolio
-
Bank Of America Corp Charlotte, NC1.14MShares$59.9 Million0.0% of portfolio
-
Ubs Group Ag962KShares$50.7 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA886KShares$46.7 Million0.01% of portfolio