Heartwood Wealth Advisors LLC's ownership history for XSHD

Heartwood Wealth Advisors LLC currently holds 132.1K shares with a market value of $1.8M. It started holding XSHD on 2025-06-30. At its peak, it held 132.1K shares on 2025-09-30. Its highest holding value was $1.8M on 2025-09-30. At its lowest, it held 121.8K shares on 2025-06-30, with a value of $1.6M on 2025-06-30.