Heartwood Wealth Advisors LLC Vanguard Whitehall Fds Intl Hi Transaction History
Heartwood Wealth Advisors LLC
- $894 Million
- Q3 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 51,032 shares of VYMI stock, worth $3.43 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
51,032
Previous 49,874
2.32%
Holding current value
$3.43 Million
Previous $3.42 Million
9.63%
% of portfolio
0.42%
Previous 0.41%
Shares
8 transactions
Others Institutions Holding VYMI
# of Institutions
554Shares Held
49.1MCall Options Held
4.3KPut Options Held
89.8K-
Morgan Stanley New York, NY4.26MShares$287 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC3.62MShares$244 Million0.02% of portfolio
-
Orgel Wealth Management, LLC2.51MShares$169 Million4.79% of portfolio
-
Envestnet Asset Management Inc1.81MShares$122 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA1.76MShares$118 Million0.03% of portfolio