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Sp Funds Dow Jones Global Suku etp shares owned by Heartwood Wealth Advisors

Quarter-by-quarter ownership of Sp Funds Dow Jones Global Suku etp (SPSK) shares owned by Heartwood Wealth Advisors from 13F filings

Historical chart of Heartwood Wealth Advisors investment in Sp Funds Dow Jones Global Suku etp

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All positions including Sp Funds Dow Jones Global Suku etp held by Heartwood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sp Funds Dow Jones Global Suku etp by Heartwood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $224k 12k 18.42
2024-06-30 $215k 12k 17.69
2024-03-31 $216k 12k 17.78
2023-12-31 $198k 11k 17.94
2023-09-30 $192k 11k 17.39
2023-06-30 $195k 11k 17.72
2023-03-31 $197k 11k 17.90

More positions owned by Heartwood Wealth Advisors

Vanguard Large-cap Etf Etf (VV)
Vanguard Small-cap Etf Etf (VB)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Schwab Emerging Markets Equity Etf Etf (SCHE)
Vanguard Mid-cap Etf Etf (VO)
Vaneck Junior Gold Miners Etf Etf (GDXJ)
Invesco S&p Ultra Dividend Revenue Etf Etf (RDIV)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Vanguard Russell 1000 Etf Etf (VONE)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Spdr Portfolio Aggregate Bond Etf Etf (SPAB)
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)
Spdr Portfolio Short Term Treasury Etf Etf (SPTS)
Ishares S&p Small-cap 600 Value Etf Etf (IJS)
Vanguard Value Etf Etf (VTV)

View all positions for Heartwood Wealth Advisors

Top funds holding Sp Funds Dow Jones Global Suku etp

Shariaportfolio
RFG Advisory
Manufacturers Life Insurance Company
Royal Bank of Canada
Childress Capital Advisors
True Vision MN
Envestnet Asset Management
Strategic Family Wealth Counselors
Jane Street
Mercer Global Advisors
Cerro Pacific Wealth Advisors
MONECO Advisors
Kestra Private Wealth Services
Nomura Asset Management
Synovus Financial Corp.

View all funds holding Sp Funds Dow Jones Global Suku etp