Heartwood Wealth Advisors LLC Global X Uranium ETF Transaction History

Heartwood Wealth Advisors LLC

  • $830 Million
  • Q1 2025

A detailed history of Heartwood Wealth Advisors LLC transactions in Global X Uranium ETF stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 626,701 shares of URA stock, worth $17.7 Million. This represents 1.73% of its overall portfolio holdings.

Number of Shares
626,701
Previous 586,722 6.81%
Holding current value
$17.7 Million
Previous $15.7 Million 8.59%
% of portfolio
1.73%
Previous 1.79%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025
BUY
$22.92 - $30.98 $916,318 - $1.24 Million
39,979 Added 6.81%
626,701 $14.4 Million
Q4 2024

Jan 10, 2025
BUY
$26.78 - $33.46 $154,038 - $192,461
5,752 Added 0.99%
586,722 $15.7 Million
Q3 2024

Oct 07, 2024
BUY
$23.18 - $31.26 $182,449 - $246,047
7,871 Added 1.37%
580,970 $16.6 Million
Q2 2024

Jul 09, 2024
BUY
$28.77 - $33.21 $105,326 - $121,581
3,661 Added 0.64%
573,099 $16.6 Million
Q1 2024

Apr 02, 2024
SELL
$26.83 - $32.21 $473,173 - $568,055
-17,636 Reduced 3.0%
569,438 $16.4 Million
Q4 2023

Jan 17, 2024
BUY
$24.87 - $29.92 $101,121 - $121,654
4,066 Added 0.7%
587,074 $16.3 Million
Q3 2023

Oct 17, 2023
BUY
$20.39 - $28.04 $28,974 - $39,844
1,421 Added 0.24%
583,008 $15.8 Million
Q2 2023

Jul 19, 2023
BUY
$19.05 - $22.58 $257,765 - $305,529
13,531 Added 2.38%
581,587 $12.6 Million
Q1 2023

Apr 14, 2023
BUY
$18.67 - $23.52 $284,922 - $358,938
15,261 Added 2.76%
568,056 $11.3 Million
Q4 2022

Jan 12, 2023
BUY
$18.78 - $21.76 $2.12 Million - $2.46 Million
112,931 Added 25.67%
552,795 $0
Q3 2022

Oct 25, 2022
BUY
$18.04 - $23.86 $7.71 Million - $10.2 Million
427,207 Added 3375.26%
439,864 $8.72 Million
Q2 2022

Jul 25, 2022
BUY
$18.25 - $28.34 $230,990 - $358,699
12,657 New
12,657 $235,000

Others Institutions Holding URA

# of Institutions
400
Shares Held
49.8M
Call Options Held
6.11M
Put Options Held
3.49M
View Full List

About GLOBAL X URANIUM ETF

URA Quotes by TradingView
  • Ticker URA
  • Sector ETFs
  • Industry ETFs
More about URA
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