Heartwood Wealth Advisors LLC SPDR SSGA MY2030 MUNICIPAL BOND ETF Transaction History

Heartwood Wealth Advisors LLC

  • $910 Million
  • Q2 2025
Number of Shares
228,359
Previous 227,994 0.16%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 08, 2025
BUY
N/A
365 Added 0.16%
228,359 $0
Q1 2025

Apr 21, 2025
BUY
N/A
227,994 New
227,994 $0
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