Heartwood Wealth Advisors LLC's ownership history for UNP

Heartwood Wealth Advisors LLC currently holds 5.8K shares with a market value of $1.4M. It started holding UNP on 2024-09-30. At its peak, it held 5.8K shares on 2025-06-30. Its highest holding value was $1.4M on 2025-09-30. At its lowest, it held 5.4K shares on 2024-09-30, with a value of $1.2M on 2024-12-31. In the recent 180 days, Heartwood Wealth Advisors LLC has increased its shares by 370. In the recent year, Heartwood Wealth Advisors LLC has increased its shares by 370.