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Planet Payment shares owned by Heartwood Wealth Management

Quarter-by-quarter ownership of Planet Payment shares owned by Heartwood Wealth Management from 13F filings

Historical chart of Heartwood Wealth Management investment in Planet Payment

Tip: Access up to 7 years of quarterly data

All positions including Planet Payment held by Heartwood Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Planet Payment by Heartwood Wealth Management

Quarter filed Position value Share count Share price at filing
2016-09-30 $382k 103k 3.71
2016-06-30 $462k 103k 4.49

More positions owned by Heartwood Wealth Management

Vanguard Mega Cap 300 Value Index ETF (MGV)
Vanguard S&p 500 Etf idx (VOO)
iShares S&P NA Tec.-SW. Idx. Fund (IGV)
Vanguard Large-Cap ETF (VV)
iShares S&P 500 Index (IVV)
Mondelez Int (MDLZ)
iShares S&P MidCap 400 Index (IJH)
Kraft Heinz (KHC)
iShares Russell 2000 Index (IWM)
Planet Payment
Syngenta
Exxon Mobil Corporation (XOM)
Verizon Communications (VZ)
Oracle Corporation (ORCL)
Wells Fargo & Company (WFC)

View all positions for Heartwood Wealth Management