Heartwood Wealth Advisors LLC Alps Sector Dividend Dogs ETF Transaction History

Heartwood Wealth Advisors LLC

  • $830 Million
  • Q1 2025

A detailed history of Heartwood Wealth Advisors LLC transactions in Alps Sector Dividend Dogs ETF stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 27,431 shares of SDOG stock, worth $1.48 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
27,431
Previous 26,135 4.96%
Holding current value
$1.48 Million
Previous $1.48 Million 7.93%
% of portfolio
0.19%
Previous 0.17%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025
BUY
$55.76 - $59.54 $72,264 - $77,163
1,296 Added 4.96%
27,431 $1.59 Million
Q4 2024

Jan 10, 2025
SELL
$55.73 - $61.23 $1,393 - $1,530
-25 Reduced 0.1%
26,135 $1.48 Million
Q3 2024

Oct 07, 2024
BUY
$52.25 - $58.97 $43,681 - $49,298
836 Added 3.3%
26,160 $1.54 Million
Q2 2024

Jul 09, 2024
SELL
$50.92 - $54.4 $95,271 - $101,782
-1,871 Reduced 6.88%
25,324 $1.34 Million
Q1 2024

Apr 02, 2024
BUY
$50.01 - $53.95 $265,703 - $286,636
5,313 Added 24.28%
27,195 $1.47 Million
Q4 2023

Jan 17, 2024
SELL
$44.46 - $51.91 $115,818 - $135,225
-2,605 Reduced 10.64%
21,882 $1.12 Million
Q3 2023

Oct 17, 2023
SELL
$46.73 - $51.82 $92,618 - $102,707
-1,982 Reduced 7.49%
24,487 $1.15 Million
Q2 2023

Jul 19, 2023
BUY
$47.27 - $51.92 $93,878 - $103,113
1,986 Added 8.11%
26,469 $1.32 Million
Q1 2023

Apr 14, 2023
BUY
$48.23 - $56.4 $203,337 - $237,782
4,216 Added 20.8%
24,483 $1.25 Million
Q4 2022

Jan 12, 2023
BUY
$45.75 - $53.71 $37,469 - $43,988
819 Added 4.21%
20,267 $0
Q3 2022

Oct 25, 2022
BUY
$45.16 - $54.45 $146,770 - $176,962
3,250 Added 20.06%
19,448 $878,000
Q2 2022

Jul 25, 2022
BUY
$49.38 - $57.45 $142,806 - $166,145
2,892 Added 21.73%
16,198 $812,000
Q1 2022

Apr 26, 2022
BUY
$52.93 - $56.26 $113,958 - $121,127
2,153 Added 19.3%
13,306 $732,000
Q4 2021

Jan 12, 2022
BUY
$50.02 - $53.73 $54,971 - $59,049
1,099 Added 10.93%
11,153 $598,000
Q3 2021

Oct 12, 2021
BUY
$50.57 - $53.3 $18,710 - $19,721
370 Added 3.82%
10,054 $514,000
Q2 2021

Jul 21, 2021
BUY
$51.69 - $55.66 $500,565 - $539,011
9,684 New
9,684 $513,000

Others Institutions Holding SDOG

# of Institutions
164
Shares Held
7.11M
Call Options Held
0
Put Options Held
0
View Full List

About ALPS SECTOR DIVIDEND DOGS ETF

SDOG Quotes by TradingView
  • Ticker SDOG
  • Sector ETFs
  • Industry ETFs
More about SDOG
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