Leo Wealth, LLC's ownership history for HELO

Leo Wealth, LLC currently holds 243.5K shares with a market value of $15.6M. It started holding HELO on 2024-09-30. At its peak, it held 267.9K shares on 2025-06-30. Its highest holding value was $17.1M on 2025-12-31. At its lowest, it held 236.2K shares on 2024-09-30, with a value of $14.4M on 2024-09-30. In the recent 180 days, Leo Wealth, LLC has decreased its shares by 24.5K. In the recent year, Leo Wealth, LLC has increased its shares by 7.3K.