EWA
HTLF

EP Wealth Advisors’s Heartland Financial USA, Inc. HTLF Stock Holding History

EP Wealth Advisors’s Portfolio HTLF Stock Details HTLF Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3,362
Closed -$206K – 1382
2024
Q4 		$206K Buy
+3,362
New +$206K ﹤0.01% 1065