Heartwood Wealth Advisors LLC's ownership history for XLU

Heartwood Wealth Advisors LLC currently holds 558 shares with a market value of $48.7K. It started holding XLU on 2025-09-30. At its peak, it held 558 shares on 2025-09-30. Its highest holding value was $48.7K on 2025-09-30. At its lowest, it held 558 shares on 2025-09-30, with a value of $48.7K on 2025-09-30.