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
Download as csv Download as ExcelQuarterly 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 |