Summit Financial, LLC's ownership history for HELO

Summit Financial, LLC currently holds 107.9K shares with a market value of $6.9M. It started holding HELO on 2025-09-30. At its peak, it held 111.9K shares on 2025-09-30. Its highest holding value was $7.4M on 2025-12-31. At its lowest, it held 107.9K shares on 2026-03-31, with a value of $6.9M on 2026-03-31. In the recent 180 days, Summit Financial, LLC has decreased its shares by 4.0K.