Confluence Wealth Services, Inc.'s ownership history for HELO

Confluence Wealth Services, Inc. currently holds 3.9K shares with a market value of $251.4K. It started holding HELO on 2025-09-30. At its peak, it held 3.9K shares on 2025-09-30. Its highest holding value was $251.4K on 2025-09-30. At its lowest, it held 3.9K shares on 2025-09-30, with a value of $251.4K on 2025-09-30.