Waverly Advisors, LLC's ownership history for HELO

Waverly Advisors, LLC currently holds 154.0K shares with a market value of $10.0M. It started holding HELO on 2024-12-31. At its peak, it held 154.0K shares on 2025-09-30. Its highest holding value was $10.0M on 2025-09-30. 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 3.6K.