Heartwood Wealth Advisors LLC Invesco Cef Income Composite E Transaction History
Heartwood Wealth Advisors LLC
- $836 Million
- Q2 2024
A detailed history of Heartwood Wealth Advisors LLC transactions in Invesco Cef Income Composite E stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 34,200 shares of PCEF stock, worth $655,614. This represents 0.08% of its overall portfolio holdings.
Number of Shares
34,200
Previous 34,000
0.59%
Holding current value
$655,614
Previous $640,000
0.47%
% of portfolio
0.08%
Previous 0.08%
Shares
8 transactions
Others Institutions Holding PCEF
# of Institutions
122Shares Held
17.9MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA2.07MShares$39.7 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.98MShares$38 Million0.0% of portfolio
-
Envestnet Asset Management Inc1.93MShares$37.1 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.8MShares$34.5 Million0.01% of portfolio
-
Royal Bank Of Canada Toronto, A61.72MShares$33 Million0.01% of portfolio