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Trane Technologies shares owned by Heartwood Wealth Advisors

Quarter-by-quarter ownership of Trane Technologies (TT) shares owned by Heartwood Wealth Advisors from 13F filings

Historical chart of Heartwood Wealth Advisors investment in Trane Technologies

Tip: Access up to 7 years of quarterly data

All positions including Trane Technologies held by Heartwood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Trane Technologies by Heartwood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $217k 558 388.73
2024-06-30 $236k 717 328.93
2024-03-31 $215k 717 300.20

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 Trane Technologies

BlackRock
BlackRock
Vanguard Group
Jpmorgan Chase & Co
State Street Corporation
Geode Capital Management
Morgan Stanley
Bank of New York Mellon
Bank of America Corporation
Franklin Resources
Massachusetts Financial Services
Nuveen Asset Management
Northern Trust
Fisher Investments
Alphinity Investment Management Pty

View all funds holding Trane Technologies