Philip James Wealth Mangement, LLC's ownership history for HELO

Philip James Wealth Mangement, LLC currently holds 131.1K shares with a market value of $8.4M. It started holding HELO on 2024-09-30. At its peak, it held 195.1K shares on 2025-12-31. Its highest holding value was $13.0M on 2025-12-31. At its lowest, it held 131.1K shares on 2026-03-31, with a value of $8.4M on 2026-03-31. In the recent 180 days, Philip James Wealth Mangement, LLC has decreased its shares by 59.8K. In the recent year, Philip James Wealth Mangement, LLC has decreased its shares by 39.3K.