Heartwood Wealth Advisors LLC Vanguard Whitehall Fds Intl Hi Transaction History
Heartwood Wealth Advisors LLC
- $879 Million
- Q4 2024
A detailed history of Heartwood Wealth Advisors LLC transactions in Vanguard Whitehall Fds Intl Hi stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 51,196 shares of VYMI stock, worth $3.59 Million. This represents 0.4% of its overall portfolio holdings.
Number of Shares
51,196
Previous 51,032
0.32%
Holding current value
$3.59 Million
Previous $3.75 Million
7.23%
% of portfolio
0.4%
Previous 0.42%
Shares
9 transactions
Others Institutions Holding VYMI
# of Institutions
567Shares Held
49.6MCall Options Held
4.3KPut Options Held
89.8K-
Morgan Stanley New York, NY4.26MShares$299 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC3.62MShares$254 Million0.02% of portfolio
-
Orgel Wealth Management, LLC2.59MShares$182 Million4.76% of portfolio
-
Envestnet Asset Management Inc1.81MShares$127 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA1.76MShares$123 Million0.03% of portfolio