Smallwood Wealth Investment Management, LLC's ownership history for HELO

Smallwood Wealth Investment Management, LLC currently holds 74.3K shares with a market value of $4.8M. It started holding HELO on 2024-09-30. At its peak, it held 74.3K shares on 2025-09-30. Its highest holding value was $4.8M on 2025-09-30. At its lowest, it held 9.5K shares on 2024-09-30, with a value of $582.2K on 2024-09-30. In the recent 180 days, Smallwood Wealth Investment Management, LLC has increased its shares by 38.5K. In the recent year, Smallwood Wealth Investment Management, LLC has increased its shares by 64.7K.