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

Heartwood Wealth Advisors LLC

  • $894 Million
  • Q3 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 24,237 shares of DWX stock, worth $887,558. This represents 0.1% of its overall portfolio holdings.

Number of Shares
24,237
Previous 24,237 -0.0%
Holding current value
$887,558
Previous $834,000 11.51%
% of portfolio
0.1%
Previous 0.1%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
137
Shares Held
5.46M
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
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