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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

Tip: Access up to 7 years of quarterly data

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
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)
Invesco S&p Ultra Dividend Revenue Etf Etf (RDIV)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Vaneck Junior Gold Miners Etf Etf (GDXJ)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Spdr Portfolio Aggregate Bond Etf Etf (SPAB)
Ishares S&p Small-cap 600 Value Etf Etf (IJS)
Spdr Portfolio Short Term Treasury Etf Etf (SPTS)
Vanguard Value Etf Etf (VTV)
Vanguard Growth Etf Etf (VUG)
Ishares Msci Eafe Etf Etf (EFA)

View all positions for Heartwood Wealth Advisors

Top funds holding Sp Funds Dow Jones Global Suku etp

Shariaportfolio
Ubs Global Asset Management Americas
Royal Bank of Canada
Childress Capital Advisors
True Vision MN
Colony
Scotia Capital
Nomura Asset Management
Kestra Private Wealth Services
Apollon Wealth Management
Proequities
Vertex Planning Partners
Citadel Advisors
Farther Finance Advisors
Branch Banking & Trust Company

View all funds holding Sp Funds Dow Jones Global Suku etp