Heartwood Wealth Advisors LLC's ownership history for AAPL

Heartwood Wealth Advisors LLC currently holds 20.3K shares with a market value of $5.2M. It started holding AAPL on 2024-09-30. At its peak, it held 21.9K shares on 2024-09-30. Its highest holding value was $5.2M on 2025-09-30. At its lowest, it held 20.3K shares on 2025-09-30, with a value of $4.3M on 2025-06-30. In the recent 180 days, Heartwood Wealth Advisors LLC has decreased its shares by 38. In the recent year, Heartwood Wealth Advisors LLC has decreased its shares by 1.5K.