Heartwood Wealth Advisors LLC's ownership history for MKL

Heartwood Wealth Advisors LLC currently holds 194 shares with a market value of $370.8K. It started holding MKL on 2024-09-30. At its peak, it held 195 shares on 2024-12-31. Its highest holding value was $387.5K on 2025-06-30. At its lowest, it held 194 shares on 2024-09-30, with a value of $304.3K on 2024-09-30. In the recent 180 days, Heartwood Wealth Advisors LLC has increased its shares by 0. In the recent year, Heartwood Wealth Advisors LLC has increased its shares by 0.