Heartwood Wealth Advisors LLC's ownership history for DE

Heartwood Wealth Advisors LLC currently holds 813 shares with a market value of $371.8K. It started holding DE on 2024-09-30. At its peak, it held 813 shares on 2024-09-30. Its highest holding value was $411.4K on 2025-06-30. At its lowest, it held 809 shares on 2025-06-30, with a value of $339.3K on 2024-09-30. In the recent 180 days, Heartwood Wealth Advisors LLC has increased its shares by 0. In the recent year, Heartwood Wealth Advisors LLC has increased its shares by 0.