Legacy Wealth Managment, LLC/ID's ownership history for HELO

Legacy Wealth Managment, LLC/ID currently holds 24.7K shares with a market value of $1.6M. It started holding HELO on 2024-09-30. At its peak, it held 33.4K shares on 2024-09-30. Its highest holding value was $2.1M on 2024-09-30. At its lowest, it held 16.3K shares on 2025-03-31, with a value of $971.9K on 2025-03-31. In the recent 180 days, Legacy Wealth Managment, LLC/ID has increased its shares by 1.2K. In the recent year, Legacy Wealth Managment, LLC/ID has increased its shares by 8.4K.