Heartwood Wealth Advisors LLC Global X Fds Global X Superdiv Transaction History

Heartwood Wealth Advisors LLC

$894 Million
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 25, 2022	BUY	$8.08 - $23.31 $134,887 - $389,137	16,694 Added 17.19%	113,832 $858,000
Q2 2022 Jul 25, 2022	BUY	$9.08 - $11.82 $105,164 - $136,899	11,582 Added 13.54%	97,138 $902,000
Q1 2022 Apr 26, 2022	BUY	$10.05 - $12.71 $333,006 - $421,145	33,135 Added 63.21%	85,556 $980,000
Q4 2021 Jan 12, 2022	BUY	$11.94 - $13.51 $54,744 - $61,943	4,585 Added 9.58%	52,421 $643,000
Q3 2021 Oct 12, 2021	BUY	$12.81 - $14.17 $20,521 - $22,700	1,602 Added 3.46%	47,836 $633,000
Q2 2021 Jul 21, 2021	BUY	$13.8 - $14.72 $410,991 - $438,391	29,782 Added 181.02%	46,234 $653,000
Q1 2021 Apr 19, 2021	SELL	$12.86 - $14.08 $88,721 - $97,137	-6,899 Reduced 29.54%	16,452 $229,000
Q4 2020 Jan 26, 2021	BUY	$10.61 - $13.11 $5,305 - $6,555	500 Added 2.19%	23,351 $300,000
Q3 2020 Oct 28, 2020	BUY	$10.54 - $11.5 $4,216 - $4,600	400 Added 1.78%	22,851 $246,000
Q2 2020 Aug 05, 2020	SELL	$8.43 - $12.46 $8,573 - $12,671	-1,017 Reduced 4.33%	22,451 $247,000
Q1 2020 May 04, 2020	BUY	$8.1 - $18.05 $8,618 - $19,205	1,064 Added 4.75%	23,468 $219,000
Q4 2019 Jan 31, 2020	BUY	$16.38 - $17.83 $366,977 - $399,463	22,404 New	22,404 $396,000

Others Institutions Holding SDIV

# of Institutions

6

Shares Held

40.3K

Call Options Held

0

Put Options Held

0

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