Waverly Advisors, LLC's ownership history for HELO

Waverly Advisors, LLC currently holds 158.5K shares with a market value of $10.1M. It started holding HELO on 2024-12-31. At its peak, it held 158.5K shares on 2026-03-31. Its highest holding value was $10.5M on 2025-12-31. At its lowest, it held 140.7K shares on 2025-06-30, with a value of $8.8M on 2025-06-30. In the recent 180 days, Waverly Advisors, LLC has increased its shares by 4.5K. In the recent year, Waverly Advisors, LLC has increased its shares by 8.2K.