Heartwood Wealth Advisors LLC Goldman Sachs ETF Tr Future Te Transaction History
Heartwood Wealth Advisors LLC
- $812 Million
- Q1 2024
A detailed history of Heartwood Wealth Advisors LLC transactions in Goldman Sachs ETF Tr Future Te stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 574,516 shares of GTEK stock, worth $17.6 Million. This represents 2.08% of its overall portfolio holdings.
Number of Shares
574,516
Previous 460,515
24.76%
Holding current value
$17.6 Million
Previous $12.8 Million
31.83%
% of portfolio
2.08%
Previous 1.71%
Shares
2 transactions
Others Institutions Holding GTEK
# of Institutions
28Shares Held
2.35MCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY1.17MShares$35.8 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL328KShares$10.1 Million0.01% of portfolio
-
Cassia Capital Partners, LLC Winston Salem, NC100KShares$3.07 Million1.96% of portfolio
-
Td Waterhouse Canada Inc. Toronto, A629.2KShares$895,0250.01% of portfolio
-
Wealth Enhancement Advisory Services, LLC26.2KShares$803,6560.0% of portfolio