Alps Etf sectr div dogs shares owned by Heartwood Wealth Advisors
Quarter-by-quarter ownership of Alps Etf sectr div dogs (SDOG) shares owned by Heartwood Wealth Advisors
from 13F filings
Historical chart of Heartwood Wealth Advisors investment in Alps Etf sectr div dogs
Tip: Access up to 7 years of quarterly data
All positions including Alps Etf sectr div dogs 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 Alps Etf sectr div dogs by Heartwood Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $1.5M | 26k | 58.97 |
2024-06-30 | $1.3M | 25k | 52.83 |
2024-03-31 | $1.5M | 27k | 53.95 |
2023-12-31 | $1.1M | 22k | 51.26 |
2023-09-30 | $1.2M | 25k | 47.03 |
2023-06-30 | $1.3M | 27k | 49.97 |
2023-03-31 | $1.3M | 25k | 51.20 |
2022-12-31 | $1.0M | 20k | 51.44 |
2022-09-30 | $878k | 19k | 45.15 |
2022-06-30 | $812k | 16k | 50.13 |
2022-03-31 | $732k | 13k | 55.01 |
2021-12-31 | $598k | 11k | 53.62 |
2021-09-30 | $514k | 10k | 51.12 |
2021-06-30 | $513k | 9.7k | 52.97 |