Modern Wealth Management, LLC's ownership history for HELO

Modern Wealth Management, LLC currently holds 12.8K shares with a market value of $833.9K. It started holding HELO on 2024-12-31. At its peak, it held 243.2K shares on 2025-03-31. Its highest holding value was $15.0M on 2024-12-31. At its lowest, it held 12.8K shares on 2025-09-30, with a value of $813.1K on 2025-06-30. In the recent 180 days, Modern Wealth Management, LLC has decreased its shares by 230.3K.