Heartwood Wealth Advisors LLC's ownership history for CW

Heartwood Wealth Advisors LLC currently holds 950 shares with a market value of $515.8K. It started holding CW on 2024-09-30. At its peak, it held 1.0K shares on 2024-09-30. Its highest holding value was $515.8K on 2025-09-30. At its lowest, it held 950 shares on 2025-03-31, with a value of $301.4K on 2025-03-31. In the recent 180 days, Heartwood Wealth Advisors LLC has increased its shares by 0. In the recent year, Heartwood Wealth Advisors LLC has decreased its shares by 50.