EHRLICH FINANCIAL GROUP's ownership history for HEFA

EHRLICH FINANCIAL GROUP currently holds 7.9K shares with a market value of $311.4K. It started holding HEFA on 2024-09-30. At its peak, it held 35.4K shares on 2025-03-31. Its highest holding value was $1.3M on 2025-03-31. At its lowest, it held 6.1K shares on 2024-12-31, with a value of $213.1K on 2024-12-31. In the recent 180 days, EHRLICH FINANCIAL GROUP has decreased its shares by 27.5K. In the recent year, EHRLICH FINANCIAL GROUP has increased its shares by 1.7K.