Heartwood Wealth Advisors LLC's ownership history for SPAB

Heartwood Wealth Advisors LLC currently holds 14.7K shares with a market value of $379.8K. It started holding SPAB on 2024-09-30. At its peak, it held 918.2K shares on 2024-12-31. Its highest holding value was $24.0M on 2024-09-30. At its lowest, it held 14.7K shares on 2025-09-30, with a value of $376.4K on 2025-06-30. In the recent 180 days, Heartwood Wealth Advisors LLC has decreased its shares by 650. In the recent year, Heartwood Wealth Advisors LLC has decreased its shares by 901.9K.