Heartwood Wealth Advisors LLC Spdr Index Shs Fds S&P Intl Di Transaction History

Heartwood Wealth Advisors LLC

  • $879 Million
  • Q4 2024

A detailed history of Heartwood Wealth Advisors LLC transactions in Spdr Index Shs Fds S&P Intl Di stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 24,906 shares of DWX stock, worth $999,975. This represents 0.1% of its overall portfolio holdings.

Number of Shares
24,906
Previous 24,237 2.76%
Holding current value
$999,975
Previous $930,000 6.45%
% of portfolio
0.1%
Previous 0.1%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 10, 2025
BUY
$34.74 - $38.36 $23,241 - $25,662
669 Added 2.76%
24,906 $870,000
Q4 2022

Jan 12, 2023
BUY
$28.02 - $33.16 $679,120 - $803,698
24,237 New
24,237 $0
Q4 2020

Jan 26, 2021
SELL
$32.49 - $37.03 $491,021 - $559,634
-15,113 Closed
0 $0
Q2 2020

Aug 05, 2020
SELL
$29.2 - $35.76 $114,785 - $140,572
-3,931 Reduced 20.64%
15,113 $501,000
Q1 2020

May 04, 2020
BUY
$25.85 - $40.79 $17,112 - $27,002
662 Added 3.6%
19,044 $583,000
Q4 2019

Jan 31, 2020
BUY
$38.29 - $40.52 $703,846 - $744,838
18,382 New
18,382 $739,000

Others Institutions Holding DWX

# of Institutions
143
Shares Held
5.77M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR INDEX SHS FDS S&P INTL DI

DWX Quotes by TradingView
  • Ticker DWX
  • Sector ETFs
  • Industry ETFs
More about DWX
Track This Portfolio

Track Heartwood Wealth Advisors LLC Portfolio

Follow Heartwood Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Heartwood Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Heartwood Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email