Heartwood Wealth Advisors LLC's ownership history for XLK

Heartwood Wealth Advisors LLC currently holds 11.1K shares with a market value of $3.1M. It started holding XLK on 2024-09-30. At its peak, it held 11.6K shares on 2024-09-30. Its highest holding value was $3.1M on 2025-09-30. At its lowest, it held 11.0K shares on 2025-06-30, with a value of $2.3M on 2025-03-31. In the recent 180 days, Heartwood Wealth Advisors LLC has increased its shares by 69. In the recent year, Heartwood Wealth Advisors LLC has decreased its shares by 534.