Heartwood Wealth Advisors LLC's ownership history for RDIV

Heartwood Wealth Advisors LLC currently holds 739.8K shares with a market value of $41.2M. It started holding RDIV on 2024-09-30. At its peak, it held 739.8K shares on 2026-03-31. Its highest holding value was $41.2M on 2026-03-31. At its lowest, it held 703.0K shares on 2025-03-31, with a value of $34.0M on 2025-06-30. In the recent 180 days, Heartwood Wealth Advisors LLC has increased its shares by 16.2K. In the recent year, Heartwood Wealth Advisors LLC has increased its shares by 36.9K.