Heartwood Wealth Advisors LLC's ownership history for SOXX

Heartwood Wealth Advisors LLC currently holds 843 shares with a market value of $277.1K. It started holding SOXX on 2025-09-30. At its peak, it held 857 shares on 2025-12-31. Its highest holding value was $277.1K on 2026-03-31. At its lowest, it held 755 shares on 2025-09-30, with a value of $204.8K on 2025-09-30. In the recent 180 days, Heartwood Wealth Advisors LLC has increased its shares by 88.