Modern Wealth Management, LLC's ownership history for HEFA

Modern Wealth Management, LLC currently holds 321.5K shares with a market value of $12.7M. It started holding HEFA on 2024-12-31. At its peak, it held 329.4K shares on 2024-12-31. Its highest holding value was $12.7M on 2025-09-30. At its lowest, it held 320.2K shares on 2025-03-31, with a value of $11.6M on 2025-03-31. In the recent 180 days, Modern Wealth Management, LLC has increased its shares by 1.3K.