Heartwood Wealth Advisors LLC

Q3 2024 13F Holdings

Location
Richmond, VA
Holdings as of
9/30/2024
Value ($000)
$903,254
Num holdings
174
Date filed
10/7/2024
Form type
13F-HR
Prev filing
7/9/2024
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type