Simplicity Wealth,LLC's ownership history for HELO

Simplicity Wealth,LLC currently holds 8.2K shares with a market value of $535.1K. It started holding HELO on 2025-06-30. At its peak, it held 10.8K shares on 2025-06-30. Its highest holding value was $678.9K on 2025-06-30. At its lowest, it held 8.2K shares on 2025-09-30, with a value of $535.1K on 2025-09-30.