Heartwood Wealth Advisors LLC Global X Uranium ETF Transaction History
Heartwood Wealth Advisors LLC
- $836 Million
- Q2 2024
A detailed history of Heartwood Wealth Advisors LLC transactions in Global X Uranium ETF stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 573,099 shares of URA stock, worth $13.8 Million. This represents 1.99% of its overall portfolio holdings.
Number of Shares
573,099
Previous 569,438
0.64%
Holding current value
$13.8 Million
Previous $16.4 Million
1.07%
% of portfolio
1.99%
Previous 2.02%
Shares
9 transactions
Others Institutions Holding URA
# of Institutions
378Shares Held
55.3MCall Options Held
7.05MPut Options Held
7.08M-
Jpmorgan Chase & CO New York, NY8.87MShares$213 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC5.65MShares$136 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.95MShares$95 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.62MShares$38.9 Million0.02% of portfolio
-
Two Sigma Investments, LP New York, NY1.6MShares$38.5 Million0.11% of portfolio