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Uber Technologies shares owned by Heartwood Wealth Advisors

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

Historical chart of Heartwood Wealth Advisors investment in Uber Technologies

Tip: Access up to 7 years of quarterly data

All positions including Uber 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 Uber Technologies by Heartwood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $410k 5.5k 75.16
2024-06-30 $469k 6.5k 72.68

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 Uber Technologies

Vanguard Group
BlackRock
Morgan Stanley
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
T. Rowe Price Associates
Edgewood Management
Susquehanna International
Jennison Associates
Brown Advisory Holdings Incorporated
Bank of New York Mellon
Nuveen Asset Management
Invesco
Bank of America Corporation

View all funds holding Uber Technologies