Heartwood Wealth Advisors LLC's ownership history for META

Heartwood Wealth Advisors LLC currently holds 1.0K shares with a market value of $678.6K. It started holding META on 2024-09-30. At its peak, it held 1.0K shares on 2025-12-31. Its highest holding value was $722.6K on 2025-06-30. At its lowest, it held 930 shares on 2024-09-30, with a value of $532.4K on 2024-09-30. In the recent 180 days, Heartwood Wealth Advisors LLC has increased its shares by 49. In the recent year, Heartwood Wealth Advisors LLC has increased its shares by 66.