Heartwood Wealth Advisors LLC Ishares Short Term National Mu Transaction History
Heartwood Wealth Advisors LLC
- $836 Million
- Q2 2024
A detailed history of Heartwood Wealth Advisors LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 91,086 shares of SUB stock, worth $9.64 Million. This represents 1.14% of its overall portfolio holdings.
Number of Shares
91,086
Previous 89,424
1.86%
Holding current value
$9.64 Million
Previous $9.37 Million
1.69%
% of portfolio
1.14%
Previous 1.15%
Shares
16 transactions
Others Institutions Holding SUB
# of Institutions
811Shares Held
68.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.99MShares$740 Million0.07% of portfolio
-
Envestnet Asset Management Inc6.19MShares$655 Million0.23% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.04MShares$639 Million1.6% of portfolio
-
Morgan Stanley New York, NY3.6MShares$381 Million0.03% of portfolio
-
Sei Investments CO Oaks, PA2.52MShares$267 Million0.38% of portfolio