Heartwood Wealth Advisors LLC's ownership history for WMT

Heartwood Wealth Advisors LLC currently holds 8.6K shares with a market value of $887.2K. It started holding WMT on 2024-09-30. At its peak, it held 8.8K shares on 2024-12-31. Its highest holding value was $887.2K on 2025-09-30. At its lowest, it held 8.4K shares on 2024-09-30, with a value of $682.2K on 2024-09-30. In the recent 180 days, Heartwood Wealth Advisors LLC has increased its shares by 1. In the recent year, Heartwood Wealth Advisors LLC has increased its shares by 161.