Clearstead Trust, LLC's ownership history for HELO

Clearstead Trust, LLC currently holds 6.7K shares with a market value of $432.7K. It started holding HELO on 2025-06-30. At its peak, it held 6.7K shares on 2025-09-30. Its highest holding value was $432.7K on 2025-09-30. At its lowest, it held 2.1K shares on 2025-06-30, with a value of $132.1K on 2025-06-30.