Axis Wealth Partners, LLC's ownership history for HELO

Axis Wealth Partners, LLC currently holds 8.5K shares with a market value of $549.8K. It started holding HELO on 2024-12-31. At its peak, it held 8.5K shares on 2025-09-30. Its highest holding value was $549.8K on 2025-09-30. At its lowest, it held 5.6K shares on 2024-12-31, with a value of $347.7K on 2024-12-31. In the recent 180 days, Axis Wealth Partners, LLC has increased its shares by 2.2K.