Investment Planning Advisors, Inc.'s ownership history for HELO

Investment Planning Advisors, Inc. currently holds 4.1K shares with a market value of $261.7K. It started holding HELO on 2025-06-30. At its peak, it held 203.4K shares on 2025-06-30. Its highest holding value was $12.7M on 2025-06-30. At its lowest, it held 4.1K shares on 2026-03-31, with a value of $261.7K on 2026-03-31. In the recent 180 days, Investment Planning Advisors, Inc. has decreased its shares by 2.