Heartwood Wealth Advisors LLC's ownership history for WSO

Heartwood Wealth Advisors LLC currently holds 761 shares with a market value of $276.8K. It started holding WSO on 2024-09-30. At its peak, it held 761 shares on 2024-09-30. Its highest holding value was $386.8K on 2025-03-31. At its lowest, it held 761 shares on 2024-09-30, with a value of $256.4K on 2025-12-31. In the recent 180 days, Heartwood Wealth Advisors LLC has increased its shares by 0. In the recent year, Heartwood Wealth Advisors LLC has increased its shares by 0.