Peterson Wealth Advisors, LLC's ownership history for HELO

Peterson Wealth Advisors, LLC currently holds 706.3K shares with a market value of $45.1M. It started holding HELO on 2024-09-30. At its peak, it held 706.3K shares on 2026-03-31. Its highest holding value was $45.5M on 2025-12-31. At its lowest, it held 555.6K shares on 2024-09-30, with a value of $33.0M on 2025-03-31. In the recent 180 days, Peterson Wealth Advisors, LLC has increased its shares by 76.1K. In the recent year, Peterson Wealth Advisors, LLC has increased its shares by 127.7K.