MA Private Wealth's ownership history for HEFA

MA Private Wealth currently holds 153.9K shares with a market value of $6.1M. It started holding HEFA on 2024-09-30. At its peak, it held 171.5K shares on 2025-03-31. Its highest holding value was $6.2M on 2025-03-31. At its lowest, it held 129.3K shares on 2024-09-30, with a value of $4.6M on 2024-09-30. In the recent 180 days, MA Private Wealth has decreased its shares by 17.6K. In the recent year, MA Private Wealth has increased its shares by 24.6K.