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Facebook Inc cl a shares owned by Heartwood Wealth Advisors

Quarter-by-quarter ownership of Facebook Inc cl a (META) shares owned by Heartwood Wealth Advisors from 13F filings

Historical chart of Heartwood Wealth Advisors investment in Facebook Inc cl a

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All positions including Facebook Inc cl a held by Heartwood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Facebook Inc cl a by Heartwood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $532k 930 572.44
2024-06-30 $569k 1.1k 504.22

More positions owned by Heartwood Wealth Advisors

Vanguard Large-cap Etf Etf (VV)
Vanguard Small-cap Etf Etf (VB)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Schwab Emerging Markets Equity Etf Etf (SCHE)
Vanguard Mid-cap Etf Etf (VO)
Vaneck Junior Gold Miners Etf Etf (GDXJ)
Invesco S&p Ultra Dividend Revenue Etf Etf (RDIV)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Vanguard Russell 1000 Etf Etf (VONE)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Spdr Portfolio Aggregate Bond Etf Etf (SPAB)
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)
Spdr Portfolio Short Term Treasury Etf Etf (SPTS)
Ishares S&p Small-cap 600 Value Etf Etf (IJS)
Vanguard Value Etf Etf (VTV)

View all positions for Heartwood Wealth Advisors

Top funds holding Facebook Inc cl a

Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
T. Rowe Price Associates
Morgan Stanley
Susquehanna International
Citadel Advisors
Bank of America Corporation
Invesco
Nuveen Asset Management
Bank of New York Mellon
Goldman Sachs Group
Jennison Associates

View all funds holding Facebook Inc cl a