Heartwood Wealth Advisors LLC Vanguard Whitehall Fds Intl Di Transaction History
Heartwood Wealth Advisors LLC
- $830 Million
- Q1 2025
Shares
3 transactions
Others Institutions Holding VIGI
# of Institutions
541Shares Held
49.1MCall Options Held
2.3KPut Options Held
700-
Morgan Stanley New York, NY6.23MShares$549 Million0.04% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA4.3MShares$379 Million2.98% of portfolio
-
Bank Of America Corp Charlotte, NC3.54MShares$312 Million0.02% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC1.74MShares$153 Million2.7% of portfolio
-
Citigroup Inc1.38MShares$121 Million0.06% of portfolio