Dynasty Wealth Management, LLC's ownership history for HEFA

Dynasty Wealth Management, LLC currently holds 3.5M shares with a market value of $147.6M. It started holding HEFA on 2024-12-31. At its peak, it held 4.5M shares on 2024-12-31. Its highest holding value was $166.2M on 2025-09-30. At its lowest, it held 3.5M shares on 2026-03-31, with a value of $138.1M on 2025-06-30. In the recent 180 days, Dynasty Wealth Management, LLC has decreased its shares by 721.5K. In the recent year, Dynasty Wealth Management, LLC has decreased its shares by 410.3K.