Heartwood Wealth Advisors LLC's ownership history for DVY

Heartwood Wealth Advisors LLC currently holds 4.4K shares with a market value of $626.5K. It started holding DVY on 2024-09-30. At its peak, it held 4.5K shares on 2024-09-30. Its highest holding value was $626.5K on 2025-09-30. At its lowest, it held 4.4K shares on 2025-06-30, with a value of $585.6K on 2025-06-30. In the recent 180 days, Heartwood Wealth Advisors LLC has decreased its shares by 23. In the recent year, Heartwood Wealth Advisors LLC has decreased its shares by 112.