Heartwood Wealth Advisors LLC

Q3 2023 13F Holdings

Location
Richmond, VA
Holdings as of
9/30/2023
Value ($000)
$678,032
Num holdings
130
Date filed
10/17/2023
Form type
13F-HR
Prev filing
7/19/2023
Next filing
1/17/2024
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type