Heartwood Wealth Advisors LLC's ownership history for ITOT

Heartwood Wealth Advisors LLC currently holds 2.8K shares with a market value of $402.1K. It started holding ITOT on 2024-09-30. At its peak, it held 3.0K shares on 2024-09-30. Its highest holding value was $402.1K on 2025-09-30. At its lowest, it held 2.8K shares on 2025-03-31, with a value of $336.9K on 2025-03-31. In the recent 180 days, Heartwood Wealth Advisors LLC has increased its shares by 0. In the recent year, Heartwood Wealth Advisors LLC has decreased its shares by 242.