Private Wealth Partners, LLC's ownership history for HELO

Private Wealth Partners, LLC currently holds 8.0K shares with a market value of $520.0K. It started holding HELO on 2025-03-31. At its peak, it held 8.0K shares on 2025-03-31. Its highest holding value was $520.0K on 2025-09-30. At its lowest, it held 8.0K shares on 2025-03-31, with a value of $477.4K on 2025-03-31. In the recent 180 days, Private Wealth Partners, LLC has increased its shares by 0.