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

Heartwood Wealth Advisors LLC

$910 Million
Q2 2025

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 24,906 shares of DWX stock, worth $1.06 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

24,906

Previous 24,906 -0.0%

Holding current value

$1.06 Million

Previous $955,000 9.84%

% of portfolio

0.12%

Previous 0.12%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 10, 2025	BUY	$34.74 - $38.36 $23,241 - $25,662	669 Added 2.76%	24,906 $870,000
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

150

Shares Held

6.52M

Call Options Held

Put Options Held

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About SPDR INDEX SHS FDS S&P INTL DI

Ticker DWX
Sector ETFs
Industry ETFs

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