Heartwood Wealth Advisors LLC's ownership history for DWX

Heartwood Wealth Advisors LLC currently holds 24.9K shares with a market value of $1.1M. It started holding DWX on 2024-09-30. At its peak, it held 24.9K shares on 2024-12-31. Its highest holding value was $1.1M on 2025-09-30. At its lowest, it held 24.2K shares on 2024-09-30, with a value of $870.7K on 2024-12-31. In the recent 180 days, Heartwood Wealth Advisors LLC has increased its shares by 0. In the recent year, Heartwood Wealth Advisors LLC has increased its shares by 669.