Heartwood Wealth Advisors LLC's ownership history for ORCL

Heartwood Wealth Advisors LLC currently holds 4.4K shares with a market value of $1.2M. It started holding ORCL on 2024-09-30. At its peak, it held 4.4K shares on 2025-09-30. Its highest holding value was $1.2M on 2025-09-30. At its lowest, it held 4.4K shares on 2025-06-30, with a value of $614.2K on 2025-03-31. In the recent 180 days, Heartwood Wealth Advisors LLC has increased its shares by 39. In the recent year, Heartwood Wealth Advisors LLC has increased its shares by 39.