Heartwood Wealth Advisors LLC Invesco ETF Tr Ii S&P Smallcap Transaction History
Heartwood Wealth Advisors LLC
- $910 Million
- Q2 2025
A detailed history of Heartwood Wealth Advisors LLC transactions in Invesco ETF Tr Ii S&P Smallcap stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 121,757 shares of XSHD stock, worth $1.66 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
121,757Holding current value
$1.66 Million% of portfolio
0.18%Shares
1 transactions
Others Institutions Holding XSHD
# of Institutions
35Shares Held
848KCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC145KShares$1.98 Million0.0% of portfolio
-
Concord Asset Management, Llc/Va Abingdon, VA102KShares$1.39 Million0.29% of portfolio
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Concord Wealth Partners97.3KShares$1.33 Million0.23% of portfolio
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Cetera Investment Advisers Schaumburg, IL85KShares$1.16 Million0.0% of portfolio
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Two Sigma Investments, LP New York, NY49.9KShares$682,2690.0% of portfolio