Heartwood Wealth Advisors LLC Select Sector Spdr Tr Communic Transaction History
Heartwood Wealth Advisors LLC
- $1.02 Billion
- Q3 2025
A detailed history of Heartwood Wealth Advisors LLC transactions in Select Sector Spdr Tr Communic stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 174 shares of XLC stock, worth $19,808. This represents 0.0% of its overall portfolio holdings.
Number of Shares
174Holding current value
$19,808% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding XLC
# of Institutions
1,285Shares Held
205MCall Options Held
1.76MPut Options Held
2.11M-
Bank Of America Corp Charlotte, NC43.9MShares$5 Billion0.36% of portfolio
-
Morgan Stanley New York, NY10.4MShares$1.18 Billion0.08% of portfolio
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Jpmorgan Chase & CO New York, NY9.71MShares$1.11 Billion0.07% of portfolio
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Wells Fargo & Company San Francisco, CA8.49MShares$967 Million0.2% of portfolio
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Envestnet Asset Management Inc6.72MShares$765 Million0.25% of portfolio