Delta Wealth Advisors LLC's ownership history for HEFA

Delta Wealth Advisors LLC currently holds 162.0K shares with a market value of $6.9M. It started holding HEFA on 2024-03-31. At its peak, it held 162.0K shares on 2026-03-31. Its highest holding value was $6.9M on 2026-03-31. 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 39.7K. In the recent year, Delta Wealth Advisors LLC has increased its shares by 40.3K.