Retirement Wealth Solutions LLC's ownership history for HEFA

Retirement Wealth Solutions LLC currently holds 4.2K shares with a market value of $174.5K. It started holding HEFA on 2024-12-31. At its peak, it held 18.2K shares on 2025-03-31. Its highest holding value was $660.2K on 2025-03-31. At its lowest, it held 4.2K shares on 2025-09-30, with a value of $167.1K on 2025-09-30. In the recent 180 days, Retirement Wealth Solutions LLC has decreased its shares by 4.0K. In the recent year, Retirement Wealth Solutions LLC has decreased its shares by 3.4K.