Etf Managers Tr purefunds ise jr shares owned by Heartwood Wealth Advisors
Quarter-by-quarter ownership of Etf Managers Tr purefunds ise jr shares owned by Heartwood Wealth Advisors
from 13F filings
Historical chart of Heartwood Wealth Advisors investment in Etf Managers Tr purefunds ise jr
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Quarterly reported holdings in Etf Managers Tr purefunds ise jr by Heartwood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $766k | 77k | 10.00 |
| 2023-09-30 | $650k | 77k | 8.48 |
| 2023-06-30 | $371k | 40k | 9.38 |
| 2023-03-31 | $435k | 39k | 11.12 |
| 2022-12-31 | $392k | 37k | 10.55 |
| 2022-09-30 | $289k | 32k | 9.13 |
| 2022-06-30 | $7.5M | 792k | 9.51 |
| 2022-03-31 | $11M | 792k | 14.08 |
| 2021-12-31 | $6.8M | 544k | 12.48 |
| 2021-09-30 | $6.2M | 525k | 11.81 |
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