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

Heartwood Wealth Advisors LLC

  • $910 Million
  • Q2 2025
Number of Shares
332,173
Previous 330,272 0.58%
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
1,901 Added 0.58%
332,173 $0
Q1 2025

Apr 21, 2025
BUY
N/A
330,272 New
330,272 $0
Track This Portfolio

Track Heartwood Wealth Advisors LLC Portfolio

Follow Heartwood Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Heartwood Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Heartwood Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email