Heartwood Wealth Advisors LLC ETF Managers Tr Etfmg Prime Jr Transaction History

Heartwood Wealth Advisors LLC

$879 Million
Q4 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 17, 2023	BUY	$8.32 - $10.62 $308,081 - $393,247	37,029 Added 93.56%	76,608 $649,000
Q2 2023 Jul 19, 2023	BUY	$9.12 - $12.04 $4,623 - $6,104	507 Added 1.3%	39,579 $371,000
Q1 2023 Apr 14, 2023	BUY	$9.32 - $11.8 $17,502 - $22,160	1,878 Added 5.05%	39,072 $434,000
Q4 2022 Jan 12, 2023	BUY	$8.87 - $11.21 $48,989 - $61,912	5,523 Added 17.44%	37,194 $0
Q3 2022 Oct 25, 2022	SELL	$8.09 - $10.27 $6.15 Million - $7.81 Million	-760,720 Reduced 96.0%	31,671 $289,000
Q2 2022 Jul 25, 2022	SELL	$9.51 - $15.17 $437 - $697	-46 Reduced 0.01%	792,391 $7.54 Million
Q1 2022 Apr 26, 2022	BUY	$10.97 - $14.75 $2.73 Million - $3.67 Million	248,981 Added 45.81%	792,437 $11.2 Million
Q4 2021 Jan 12, 2022	BUY	$11.54 - $14.51 $213,259 - $268,144	18,480 Added 3.52%	543,456 $6.78 Million
Q3 2021 Oct 12, 2021	BUY	$11.48 - $15.38 $6.03 Million - $8.07 Million	524,976 New	524,976 $6.2 Million

Others Institutions Holding SILJ

# of Institutions

5

Shares Held

528K

Call Options Held

0

Put Options Held

0

About ETF MANAGERS TR ETFMG PRIME JR

Ticker SILJ
Sector ETFs
Industry ETFs

More about SILJ

Track This Portfolio

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.