Heartwood Wealth Advisors LLC Ishares Msci Global Silver And Transaction History
Heartwood Wealth Advisors LLC
- $894 Million
- Q3 2024
Shares
3 transactions
Others Institutions Holding SLVP
# of Institutions
55Shares Held
3.03MCall Options Held
15KPut Options Held
1.4K-
Fielder Capital Group LLC Nashville, TN918KShares$13.8 Million4.05% of portfolio
-
Morgan Stanley New York, NY642KShares$9.65 Million0.0% of portfolio
-
180 Wealth Advisors, LLC454KShares$6.83 Million0.88% of portfolio
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Goldman Sachs Group Inc New York, NY143KShares$2.15 Million0.0% of portfolio
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Bank Of America Corp Charlotte, NC113KShares$1.7 Million0.0% of portfolio