Heartwood Wealth Advisors LLC's ownership history for IBMQ

Heartwood Wealth Advisors LLC currently holds 550.9K shares with a market value of $14.1M. It started holding IBMQ on 2024-09-30. At its peak, it held 550.9K shares on 2026-03-31. Its highest holding value was $14.1M on 2026-03-31. At its lowest, it held 233.3K shares on 2024-09-30, with a value of $5.9M on 2024-12-31. In the recent 180 days, Heartwood Wealth Advisors LLC has increased its shares by 292.0K. In the recent year, Heartwood Wealth Advisors LLC has increased its shares by 298.1K.