Helen Stephens Group, LLC's ownership history for USRT

Helen Stephens Group, LLC currently holds 13.9K shares with a market value of $792.6K. It started holding USRT on 2024-09-30. At its peak, it held 14.8K shares on 2025-06-30. Its highest holding value was $838.7K on 2025-06-30. At its lowest, it held 11.4K shares on 2025-03-31, with a value of $654.7K on 2025-03-31. In the recent 180 days, Helen Stephens Group, LLC has decreased its shares by 912. In the recent year, Helen Stephens Group, LLC has increased its shares by 2.5K.