Heartwood Wealth Advisors LLC Global X Mlp ETF Transaction History
Heartwood Wealth Advisors LLC
- $836 Million
- Q2 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 $248,377. This represents 0.03% of its overall portfolio holdings.
Number of Shares
5,167
Previous 5,167
-0.0%
Holding current value
$248,377
Previous $249,000
0.4%
% of portfolio
0.03%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding MLPA
# of Institutions
223Shares Held
17.1MCall Options Held
9.9KPut Options Held
1.6K-
Morgan Stanley New York, NY3.31MShares$159 Million0.01% of portfolio
-
Creative Planning Overland Park, KS2MShares$95.9 Million0.1% of portfolio
-
Ubs Group Ag1.33MShares$63.9 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC1.02MShares$49.1 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA851KShares$40.9 Million0.01% of portfolio