Heartwood Wealth Advisors LLC Vaneck Short High Yield Muni E Transaction History

Heartwood Wealth Advisors LLC

$894 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 19, 2023	SELL	$21.88 - $22.59 $460,420 - $475,361	-21,043 Reduced 33.82%	41,171 $918,000
Q4 2021 Jan 12, 2022	SELL	$24.9 - $25.26 $39,093 - $39,658	-1,570 Reduced 2.46%	62,214 $1.57 Million
Q2 2021 Jul 21, 2021	SELL	$24.97 - $25.45 $3.82 Million - $3.9 Million	-153,137 Reduced 70.6%	63,784 $1.62 Million
Q1 2021 Apr 19, 2021	BUY	$24.75 - $25.34 $606,944 - $621,412	24,523 Added 12.75%	216,921 $5.43 Million
Q4 2020 Jan 26, 2021	BUY	$24.05 - $24.99 $18,446 - $19,167	767 Added 0.4%	192,398 $4.77 Million
Q3 2020 Oct 28, 2020	BUY	$23.77 - $24.48 $3.08 Million - $3.18 Million	129,767 Added 209.76%	191,631 $4.67 Million
Q1 2020 May 04, 2020	SELL	$17.75 - $25.87 $25,382 - $36,994	-1,430 Reduced 2.26%	61,864 $1.39 Million
Q4 2019 Jan 31, 2020	BUY	$25.01 - $25.29 $1.58 Million - $1.6 Million	63,294 New	63,294 $1.6 Million

Others Institutions Holding SHYD

# of Institutions

123

Shares Held

8.95M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

1.41M
Shares

$32.1 Million
0.01% of portfolio
Mercer Global Advisors Inc Denver, CO

1.36M
Shares

$30.9 Million
0.07% of portfolio
Morgan Stanley New York, NY

902K
Shares

$20.5 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

713K
Shares

$16.2 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

412K
Shares

$9.34 Million
0.0% of portfolio

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