Core Wealth Partners LLC's ownership history for HELO

Core Wealth Partners LLC currently holds 7.6K shares with a market value of $486.3K. It started holding HELO on 2025-12-31. At its peak, it held 7.6K shares on 2026-03-31. Its highest holding value was $505.0K on 2025-12-31. At its lowest, it held 7.6K shares on 2025-12-31, with a value of $486.3K on 2026-03-31.