Heartwood Wealth Advisors LLC's ownership history for DEO

Heartwood Wealth Advisors LLC currently holds 1.0K shares with a market value of $95.4K. It started holding DEO on 2024-09-30. At its peak, it held 1.5K shares on 2024-09-30. Its highest holding value was $207.8K on 2024-09-30. At its lowest, it held 1.0K shares on 2025-09-30, with a value of $95.4K on 2025-09-30.