Heartwood Wealth Advisors LLC's ownership history for WFC

Heartwood Wealth Advisors LLC currently holds 3.2K shares with a market value of $271.9K. It started holding WFC on 2025-06-30. At its peak, it held 3.2K shares on 2025-06-30. Its highest holding value was $271.9K on 2025-09-30. At its lowest, it held 3.2K shares on 2025-06-30, with a value of $259.9K on 2025-06-30.