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Rdiv etf shares owned by Heartwood Wealth Advisors

Quarter-by-quarter ownership of Rdiv etf (RDIV) shares owned by Heartwood Wealth Advisors from 13F filings

Historical chart of Heartwood Wealth Advisors investment in Rdiv etf

Tip: Access up to 7 years of quarterly data

All positions including Rdiv etf held by Heartwood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Rdiv etf by Heartwood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $29M 669k 43.70
2023-09-30 $3.7M 99k 37.20
2023-06-30 $3.6M 91k 39.14
2023-03-31 $3.5M 86k 41.14
2022-12-31 $3.3M 77k 43.57
2022-09-30 $3.0M 80k 37.70
2022-06-30 $3.3M 80k 41.30
2022-03-31 $2.8M 63k 43.84
2021-12-31 $2.4M 57k 42.13
2021-09-30 $23M 583k 38.95
2021-06-30 $24M 576k 41.23
2021-03-31 $938k 24k 39.79
2020-12-31 $296k 8.8k 33.80