WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV's ownership history for HELO

WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV currently holds 5.6K shares with a market value of $359.8K. It started holding HELO on 2024-09-30. At its peak, it held 5.6K shares on 2025-12-31. Its highest holding value was $374.0K on 2025-12-31. At its lowest, it held 4.8K shares on 2024-09-30, with a value of $288.3K on 2025-03-31. In the recent 180 days, WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV has increased its shares by 800. In the recent year, WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV has increased its shares by 800.