Heartwood Wealth Advisors LLC Spdr Index Shs Fds S&P Intl Di Transaction History
Heartwood Wealth Advisors LLC
- $910 Million
- Q2 2025
A detailed history of Heartwood Wealth Advisors LLC transactions in Spdr Index Shs Fds S&P Intl Di stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 24,906 shares of DWX stock, worth $1.06 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
24,906
Previous 24,906
-0.0%
Holding current value
$1.06 Million
Previous $955,000
9.84%
% of portfolio
0.12%
Previous 0.12%
Shares
6 transactions
Others Institutions Holding DWX
# of Institutions
150Shares Held
6.52MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY853KShares$36.2 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC711KShares$30.2 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA636KShares$27 Million0.01% of portfolio
-
Ubs Group Ag388KShares$16.5 Million0.0% of portfolio
-
Columbia River Financial Group, LLC Vancouver, WA269KShares$11.4 Million7.31% of portfolio