Heartwood Wealth Advisors LLC's ownership history for XLE

Heartwood Wealth Advisors LLC currently holds 500 shares with a market value of $44.7K. It started holding XLE on 2025-09-30. At its peak, it held 500 shares on 2025-09-30. Its highest holding value was $44.7K on 2025-09-30. At its lowest, it held 500 shares on 2025-09-30, with a value of $44.7K on 2025-09-30.