Heartwood Wealth Advisors LLC Alps Sector Dividend Dogs ETF Transaction History
Heartwood Wealth Advisors LLC
- $836 Million
- Q2 2024
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 25,324 shares of SDOG stock, worth $1.44 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
25,324
Previous 27,195
6.88%
Holding current value
$1.44 Million
Previous $1.47 Million
8.86%
% of portfolio
0.16%
Previous 0.18%
Shares
13 transactions
Others Institutions Holding SDOG
# of Institutions
151Shares Held
7.14MCall Options Held
5.8KPut Options Held
0-
Bank Of America Corp Charlotte, NC1.46MShares$83.1 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.12MShares$63.7 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA765KShares$43.6 Million0.01% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX470KShares$26.8 Million0.0% of portfolio
-
Ubs Group Ag368KShares$21 Million0.0% of portfolio