Heartwood Wealth Advisors LLC Global X Uranium ETF Transaction History

Heartwood Wealth Advisors LLC

$1.02 Billion
Q3 2025

A detailed history of Heartwood Wealth Advisors LLC transactions in Global X Uranium ETF stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 634,629 shares of URA stock, worth $28.4 Million. This represents 2.96% of its overall portfolio holdings.

Number of Shares

634,629

Previous 633,528 0.17%

Holding current value

$28.4 Million

Previous $24.6 Million 23.04%

% of portfolio

2.96%

Previous 2.7%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 06, 2025	BUY	$36.45 - $50.4 $40,131 - $55,490	1,101 Added 0.17%	634,629 $30.3 Million
Q2 2025 Jul 08, 2025	BUY	$20.26 - $38.81 $138,315 - $264,955	6,827 Added 1.09%	633,528 $24.6 Million
Q1 2025 Apr 21, 2025	BUY	$22.92 - $30.98 $916,318 - $1.24 Million	39,979 Added 6.81%	626,701 $14.4 Million
Q4 2024 Jan 10, 2025	BUY	$26.78 - $33.46 $154,038 - $192,461	5,752 Added 0.99%	586,722 $15.7 Million
Q3 2024 Oct 07, 2024	BUY	$23.18 - $31.26 $182,449 - $246,047	7,871 Added 1.37%	580,970 $16.6 Million

Q2 2024 Jul 09, 2024	BUY	$28.77 - $33.21 $105,326 - $121,581	3,661 Added 0.64%	573,099 $16.6 Million
Q1 2024 Apr 02, 2024	SELL	$26.83 - $32.21 $473,173 - $568,055	-17,636 Reduced 3.0%	569,438 $16.4 Million
Q4 2023 Jan 17, 2024	BUY	$24.87 - $29.92 $101,121 - $121,654	4,066 Added 0.7%	587,074 $16.3 Million
Q3 2023 Oct 17, 2023	BUY	$20.39 - $28.04 $28,974 - $39,844	1,421 Added 0.24%	583,008 $15.8 Million
Q2 2023 Jul 19, 2023	BUY	$19.05 - $22.58 $257,765 - $305,529	13,531 Added 2.38%	581,587 $12.6 Million
Q1 2023 Apr 14, 2023	BUY	$18.67 - $23.52 $284,922 - $358,938	15,261 Added 2.76%	568,056 $11.3 Million
Q4 2022 Jan 12, 2023	BUY	$18.78 - $21.76 $2.12 Million - $2.46 Million	112,931 Added 25.67%	552,795 $0
Q3 2022 Oct 25, 2022	BUY	$18.04 - $23.86 $7.71 Million - $10.2 Million	427,207 Added 3375.26%	439,864 $8.72 Million
Q2 2022 Jul 25, 2022	BUY	$18.25 - $28.34 $230,990 - $358,699	12,657 New	12,657 $235,000

Others Institutions Holding URA

# of Institutions

526

Shares Held

45.6M

Call Options Held

8.59M

Put Options Held

6.48M

View Full List

About GLOBAL X URANIUM ETF

Ticker URA
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Heartwood Wealth Advisors LLC Global X Uranium ETF Transaction History