Heartwood Wealth Advisors LLC Spdr Ser Tr Spdr S&P Metals & Transaction History
Heartwood Wealth Advisors LLC
- $894 Million
- Q3 2024
A detailed history of Heartwood Wealth Advisors LLC transactions in Spdr Ser Tr Spdr S&P Metals & stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 26,431 shares of XME stock, worth $1.74 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
26,431
Previous 25,160
5.05%
Holding current value
$1.74 Million
Previous $1.49 Million
12.87%
% of portfolio
0.19%
Previous 0.18%
Shares
17 transactions
Others Institutions Holding XME
# of Institutions
339Shares Held
23.8MCall Options Held
2.62MPut Options Held
10M-
Bank Of America Corp Charlotte, NC2.3MShares$151 Million0.01% of portfolio
-
Morgan Stanley New York, NY2.25MShares$148 Million0.01% of portfolio
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Goldman Sachs Group Inc New York, NY1.69MShares$111 Million0.02% of portfolio
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Bessemer Group Inc Woodbridge, NJ1.54MShares$101 Million0.16% of portfolio
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Vanderbilt University Nashville, TN968KShares$63.5 Million11.42% of portfolio