Perigon Wealth Management, LLC's ownership history for HELO

Perigon Wealth Management, LLC currently holds 64.2K shares with a market value of $4.3M. It started holding HELO on 2024-09-30. At its peak, it held 67.4K shares on 2025-06-30. Its highest holding value was $4.3M on 2025-12-31. At its lowest, it held 20.4K shares on 2024-09-30, with a value of $1.2M on 2024-09-30. In the recent 180 days, Perigon Wealth Management, LLC has decreased its shares by 3.2K. In the recent year, Perigon Wealth Management, LLC has increased its shares by 17.9K.