WealthPLAN Partners, LLC's ownership history for HEQT

WealthPLAN Partners, LLC currently holds 324.6K shares with a market value of $10.1M. It started holding HEQT on 2024-09-30. At its peak, it held 564.3K shares on 2024-09-30. Its highest holding value was $16.3M on 2024-09-30. At its lowest, it held 318.6K shares on 2025-06-30, with a value of $9.6M on 2025-06-30. In the recent 180 days, WealthPLAN Partners, LLC has decreased its shares by 210.3K. In the recent year, WealthPLAN Partners, LLC has decreased its shares by 239.8K.