Heartwood Wealth Advisors LLC Global X Mlp ETF Transaction History
Heartwood Wealth Advisors LLC
- $879 Million
- Q4 2024
A detailed history of Heartwood Wealth Advisors LLC transactions in Global X Mlp ETF stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 5,167 shares of MLPA stock, worth $274,781. This represents 0.03% of its overall portfolio holdings.
Number of Shares
5,167
Previous 5,167
-0.0%
Holding current value
$274,781
Previous $247,000
3.24%
% of portfolio
0.03%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding MLPA
# of Institutions
230Shares Held
19MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.75MShares$199 Million0.01% of portfolio
-
Creative Planning Overland Park, KS1.99MShares$106 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC1.12MShares$59.7 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA1.01MShares$54 Million0.01% of portfolio
-
Ubs Group Ag952KShares$50.6 Million0.01% of portfolio