Clearstead Trust, LLC's ownership history for HELO

Clearstead Trust, LLC currently holds 6.9K shares with a market value of $457.0K. It started holding HELO on 2025-06-30. At its peak, it held 6.9K shares on 2025-12-31. Its highest holding value was $457.0K on 2025-12-31. At its lowest, it held 2.1K shares on 2025-06-30, with a value of $132.1K on 2025-06-30. In the recent 180 days, Clearstead Trust, LLC has increased its shares by 4.8K.