AMERICAN TOWER CORP NEW

Ticker: AMT CUSIP: 03027X100 Class: COM

Heartwood Wealth Advisors LLC's Holding History (CIK: 0001794935)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 1,733 Value ($000) $304 Avg Close $180.30 Range $169.12 - $192.63
Q3 2025
Shares 1,733 Value ($000) $333 Avg Close $204.56 Range $185.10 - $230.04
Q2 2025
Shares 1,733 Value ($000) $383 Avg Close $210.37 Range $190.80 - $225.87
Q1 2025
Shares 1,733 Value ($000) $377 Avg Close $189.52 Range $166.66 - $212.16
Q4 2024
Shares 1,935 Value ($000) $355 Avg Close $198.35 Range $171.45 - $222.90
Q3 2024
Shares 1,935 Value ($000) $450 Avg Close $210.79 Range $182.10 - $231.55
Q2 2024
Shares 2,135 Value ($000) $415 Avg Close $176.27 Range $160.72 - $190.06
Q1 2024
Shares 1,506 Value ($000) $298 Avg Close $186.13 Range $169.29 - $204.74
Q4 2023
Shares 1,506 Value ($000) $325 Avg Close $175.15 Range $141.88 - $204.01
Q3 2023
Shares 1,495 Value ($000) $246 Avg Close $167.65 Range $145.17 - $184.31
Q1 2023
Shares 999 Value ($000) $204 Avg Close $189.59 Range $171.12 - $212.87
Q4 2021
Shares 717 Value ($000) $210 Avg Close $239.48 Range $222.02 - $259.23