Glass Jacobson Investment Advisors llc's ownership history for HEFA

Glass Jacobson Investment Advisors llc currently holds 9.2K shares with a market value of $364.7K. It started holding HEFA on 2024-09-30. At its peak, it held 12.1K shares on 2025-06-30. Its highest holding value was $460.7K on 2025-06-30. At its lowest, it held 4.9K shares on 2024-09-30, with a value of $172.3K on 2024-09-30. In the recent 180 days, Glass Jacobson Investment Advisors llc has decreased its shares by 2.2K. In the recent year, Glass Jacobson Investment Advisors llc has increased its shares by 4.3K.