Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HEARTWOOD WEALTH ADVISORS LLC | 04-02-2024 | 03-31-2024 | 157 | 812,220,239 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AMERICAN EXPRESS CO COM | Stock | 151 | $278,009 | 1,221 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| FIDELITY MSCI ENERGY INDEX ETF | ETF | 152 | $277,404 | 10,723 | 0.00 | 0.00 | 495 | 4.84 | 03-31-2024 |
| BUILDERS FIRSTSOURCE INC COM | Stock | 153 | $265,276 | 1,272 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| TRUIST FINL CORP COM | Stock | 154 | $264,440 | 6,784 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
