Core Wealth Partners LLC's ownership history for HELO

Core Wealth Partners LLC currently holds 7.6K shares with a market value of $515.1K. It started holding HELO on 2025-12-31. At its peak, it held 7.6K shares on 2026-06-30. Its highest holding value was $515.1K on 2026-06-30. At its lowest, it held 7.6K shares on 2025-12-31, with a value of $486.3K on 2026-03-31. In the recent 180 days, Core Wealth Partners LLC has increased its shares by 20.