CreativeOne Wealth, LLC's ownership history for HEFA

CreativeOne Wealth, LLC currently holds 36.7K shares with a market value of $1.6M. It started holding HEFA on 2024-09-30. At its peak, it held 36.7K shares on 2026-03-31. Its highest holding value was $1.6M on 2026-03-31. At its lowest, it held 11.0K shares on 2024-09-30, with a value of $388.5K on 2024-09-30. In the recent 180 days, CreativeOne Wealth, LLC has increased its shares by 15.6K. In the recent year, CreativeOne Wealth, LLC has increased its shares by 22.6K.