Delta Wealth Advisors LLC's ownership history for HEFA

Delta Wealth Advisors LLC currently holds 122.2K shares with a market value of $4.8M. It started holding HEFA on 2024-03-31. At its peak, it held 122.2K shares on 2025-09-30. Its highest holding value was $4.8M on 2025-09-30. At its lowest, it held 101.0K shares on 2024-03-31, with a value of $3.5M on 2024-03-31. In the recent 180 days, Delta Wealth Advisors LLC has increased its shares by 608. In the recent year, Delta Wealth Advisors LLC has increased its shares by 14.6K.