Heartwood Wealth Advisors LLC Ishares Msci Usa Min Vol Facto Transaction History
Heartwood Wealth Advisors LLC
- $1.02 Billion
- Q3 2025
A detailed history of Heartwood Wealth Advisors LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 1,200 shares of USMV stock, worth $114,516. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,200Holding current value
$114,516% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding USMV
# of Institutions
1,463Shares Held
197MCall Options Held
33.3KPut Options Held
79.7K-
Bank Of America Corp Charlotte, NC13.7MShares$1.31 Billion0.1% of portfolio
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Raymond James Financial Inc St. Petersburg, FL13.3MShares$1.27 Billion0.45% of portfolio
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Morgan Stanley New York, NY12.5MShares$1.2 Billion0.08% of portfolio
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Raymond James & Associates St Petersburg, FL10.2MShares$978 Million0.58% of portfolio
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Wealth Enhancement Advisory Services, LLC6.68MShares$637 Million1.13% of portfolio