Heartwood Wealth Advisors LLC SPDR SSGA MY2029 MUNICIPAL BOND ETF Transaction History

Heartwood Wealth Advisors LLC

  • $910 Million
  • Q2 2025
Number of Shares
228,855
Previous 228,490 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%
228,855 $0
Q1 2025

Apr 21, 2025
BUY
N/A
228,490 New
228,490 $0
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