Waverly Advisors, LLC's ownership history for HEFA

Waverly Advisors, LLC currently holds 2.4M shares with a market value of $94.9M. It started holding HEFA on 2024-12-31. At its peak, it held 2.4M shares on 2025-09-30. Its highest holding value was $94.9M on 2025-09-30. At its lowest, it held 88.1K shares on 2024-12-31, with a value of $3.1M on 2024-12-31. In the recent 180 days, Waverly Advisors, LLC has increased its shares by 443.4K.