Heartwood Wealth Advisors LLC's ownership history for WM

Heartwood Wealth Advisors LLC currently holds 29 shares with a market value of $6.4K. It started holding WM on 2025-09-30. At its peak, it held 29 shares on 2025-09-30. Its highest holding value was $6.4K on 2025-09-30. At its lowest, it held 29 shares on 2025-09-30, with a value of $6.4K on 2025-09-30.