Heartwood Wealth Advisors LLC United Parcel Service Inc Transaction History
Heartwood Wealth Advisors LLC
- $894 Million
- Q3 2024
A detailed history of Heartwood Wealth Advisors LLC transactions in United Parcel Service Inc stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 2,881 shares of UPS stock, worth $361,046. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,881
Previous 4,334
33.53%
Holding current value
$361,046
Previous $593,000
33.9%
% of portfolio
0.04%
Previous 0.07%
Shares
9 transactions
Others Institutions Holding UPS
# of Institutions
2,446Shares Held
510MCall Options Held
14.9MPut Options Held
12.9M-
Vanguard Group Inc Valley Forge, PA64.8MShares$8.12 Billion0.16% of portfolio
-
Black Rock Inc. New York, NY55.4MShares$6.94 Billion0.17% of portfolio
-
State Street Corp Boston, MA29.6MShares$3.71 Billion0.17% of portfolio
-
Jpmorgan Chase & CO New York, NY23.9MShares$2.99 Billion0.27% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA21.9MShares$2.75 Billion0.58% of portfolio
About UNITED PARCEL SERVICE INC
- Ticker UPS
- Exchange NYSE
- Sector Industrials
- Industry Integrated Freight & Logistics
- Shares Outstandng 729,516,032
- Market Cap $91.4B
- Description
- United Parcel Service, Inc. provides letter and package delivery, transportation, logistics, and related services. It operates through two segments, U.S. Domestic Package and International Package. The U.S. Domestic Package segment offers time-definite delivery of letters, documents, small packages, and palletized freight through air and ground ...