UNITED CAPITAL FINANCIAL ADVISORS, LLC's ownership history for HELO
UNITED CAPITAL FINANCIAL ADVISORS, LLC currently holds 448.9K shares with a market value of $28.7M. It started holding HELO on 2024-12-31. At its peak, it held 448.9K shares on 2026-03-31. Its highest holding value was $28.7M on 2026-03-31. At its lowest, it held 12.7K shares on 2024-12-31, with a value of $788.5K on 2024-12-31. In the recent 180 days, UNITED CAPITAL FINANCIAL ADVISORS, LLC has increased its shares by 237.3K. In the recent year, UNITED CAPITAL FINANCIAL ADVISORS, LLC has increased its shares by 330.9K.
UNITED CAPITAL FINANCIAL ADVISORS, LLC's ownership history for HELO