Heartwood Wealth Advisors LLC's ownership history for FI

Heartwood Wealth Advisors LLC currently holds 950 shares with a market value of $122.5K. It started holding FI on 2024-12-31. At its peak, it held 1.0K shares on 2024-12-31. Its highest holding value was $209.8K on 2025-03-31. At its lowest, it held 950 shares on 2025-03-31, with a value of $122.5K on 2025-09-30. In the recent 180 days, Heartwood Wealth Advisors LLC has decreased its shares by 50.