CreativeOne Wealth, LLC's ownership history for HELO

CreativeOne Wealth, LLC currently holds 202.7K shares with a market value of $13.2M. It started holding HELO on 2024-09-30. At its peak, it held 226.1K shares on 2025-06-30. Its highest holding value was $14.2M on 2025-06-30. At its lowest, it held 114.8K shares on 2024-09-30, with a value of $7.0M on 2024-09-30. In the recent 180 days, CreativeOne Wealth, LLC has decreased its shares by 13.9K. In the recent year, CreativeOne Wealth, LLC has increased its shares by 87.8K.