Key FInancial Inc's ownership history for HELO

Key FInancial Inc currently holds 2.9K shares with a market value of $188.7K. It started holding HELO on 2025-06-30. At its peak, it held 2.9K shares on 2025-09-30. Its highest holding value was $188.7K on 2025-09-30. At its lowest, it held 1.5K shares on 2025-06-30, with a value of $96.3K on 2025-06-30.