WealthPLAN Partners, LLC's ownership history for HELO

WealthPLAN Partners, LLC currently holds 115.9K shares with a market value of $7.5M. It started holding HELO on 2024-09-30. At its peak, it held 170.5K shares on 2025-03-31. Its highest holding value was $10.3M on 2024-09-30. At its lowest, it held 113.1K shares on 2025-06-30, with a value of $7.1M on 2025-06-30. In the recent 180 days, WealthPLAN Partners, LLC has decreased its shares by 54.6K. In the recent year, WealthPLAN Partners, LLC has decreased its shares by 51.9K.