HWA
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Heartwood Wealth Advisors’s Fiserv FI Stock Holding History

Heartwood Wealth Advisors’s Portfolio FI Stock Details FI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-950
Closed -$210K – 185
2025
Q1 		$210K Sell
950
-50
-5% -$11K 0.02% 173
2024
Q4 		$205K Buy
+1,000
New +$205K 0.02% 169