Heartwood Wealth Advisors LLC's ownership history for LPLA

Heartwood Wealth Advisors LLC currently holds 31 shares with a market value of $10.3K. It started holding LPLA on 2025-09-30. At its peak, it held 31 shares on 2025-09-30. Its highest holding value was $10.3K on 2025-09-30. At its lowest, it held 31 shares on 2025-09-30, with a value of $10.3K on 2025-09-30.