Heartwood Wealth Advisors LLC's ownership history for RDIV

Heartwood Wealth Advisors LLC currently holds 723.6K shares with a market value of $37.7M. It started holding RDIV on 2024-09-30. At its peak, it held 723.6K shares on 2025-09-30. Its highest holding value was $37.7M on 2025-09-30. At its lowest, it held 703.0K shares on 2025-03-31, with a value of $34.0M on 2025-06-30. In the recent 180 days, Heartwood Wealth Advisors LLC has increased its shares by 20.6K. In the recent year, Heartwood Wealth Advisors LLC has increased its shares by 20.0K.