Heartwood Wealth Advisors LLC's ownership history for IWD

Heartwood Wealth Advisors LLC currently holds 2.3K shares with a market value of $458.7K. It started holding IWD on 2024-09-30. At its peak, it held 2.3K shares on 2024-09-30. Its highest holding value was $458.7K on 2025-09-30. At its lowest, it held 2.3K shares on 2025-06-30, with a value of $430.6K on 2024-12-31. In the recent 180 days, Heartwood Wealth Advisors LLC has decreased its shares by 64. In the recent year, Heartwood Wealth Advisors LLC has decreased its shares by 73.