Plan Group Financial, LLC's ownership history for HELO

Plan Group Financial, LLC currently holds 16.2K shares with a market value of $1.1M. It started holding HELO on 2025-03-31. At its peak, it held 16.2K shares on 2025-09-30. Its highest holding value was $1.1M on 2025-09-30. At its lowest, it held 13.4K shares on 2025-03-31, with a value of $800.8K on 2025-03-31. In the recent 180 days, Plan Group Financial, LLC has increased its shares by 2.8K.