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Alps Etf Tr alerian energy shares owned by Heartwood Wealth Advisors

Quarter-by-quarter ownership of Alps Etf Tr alerian energy (ENFR) shares owned by Heartwood Wealth Advisors from 13F filings

Historical chart of Heartwood Wealth Advisors investment in Alps Etf Tr alerian energy

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All positions including Alps Etf Tr alerian energy held by Heartwood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Alps Etf Tr alerian energy by Heartwood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-06-30 $400k 18k 21.82
2023-03-31 $385k 18k 20.93
2022-12-31 $389k 18k 21.16
2022-09-30 $453k 23k 19.71
2022-06-30 $464k 23k 20.19