Forvis Mazars Wealth Advisors, LLC's ownership history for HELO

Forvis Mazars Wealth Advisors, LLC currently holds 2.9M shares with a market value of $185.0M. It started holding HELO on 2024-09-30. At its peak, it held 2.9M shares on 2026-03-31. Its highest holding value was $185.0M on 2026-03-31. At its lowest, it held 967.2K shares on 2024-09-30, with a value of $59.1M on 2024-09-30. In the recent 180 days, Forvis Mazars Wealth Advisors, LLC has increased its shares by 500.1K. In the recent year, Forvis Mazars Wealth Advisors, LLC has increased its shares by 999.4K.