Heartwood Wealth Advisors LLC Invesco Cef Income Composite E Transaction History
Heartwood Wealth Advisors LLC
- $830 Million
- Q1 2025
A detailed history of Heartwood Wealth Advisors LLC transactions in Invesco Cef Income Composite E stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 35,000 shares of PCEF stock, worth $630,000. This represents 0.08% of its overall portfolio holdings.
Number of Shares
35,000
Previous 35,000
-0.0%
Holding current value
$630,000
Previous $670,000
1.64%
% of portfolio
0.08%
Previous 0.08%
Shares
9 transactions
Others Institutions Holding PCEF
# of Institutions
140Shares Held
24.6MCall Options Held
0Put Options Held
0-
Gamma Investing LLC Foster City, CA4.15MShares$74.7 Million1.17% of portfolio
-
Envestnet Asset Management Inc2.44MShares$43.9 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA2.24MShares$40.3 Million0.01% of portfolio
-
Morgan Stanley New York, NY2.1MShares$37.9 Million0.0% of portfolio
-
Royal Bank Of Canada Toronto, A62.08MShares$37.5 Million0.01% of portfolio