Heartwood Wealth Advisors LLC's ownership history for MA

Heartwood Wealth Advisors LLC currently holds 483 shares with a market value of $274.7K. It started holding MA on 2024-09-30. At its peak, it held 496 shares on 2025-03-31. Its highest holding value was $274.7K on 2025-09-30. At its lowest, it held 483 shares on 2025-06-30, with a value of $241.0K on 2024-09-30. In the recent 180 days, Heartwood Wealth Advisors LLC has decreased its shares by 13. In the recent year, Heartwood Wealth Advisors LLC has decreased its shares by 5.