LIFELONG WEALTH ADVISORS, INC.'s ownership history for HELO

LIFELONG WEALTH ADVISORS, INC. currently holds 147.7K shares with a market value of $9.4M. It started holding HELO on 2025-06-30. At its peak, it held 150.4K shares on 2025-09-30. Its highest holding value was $9.8M on 2025-09-30. At its lowest, it held 135.9K shares on 2025-06-30, with a value of $8.5M on 2025-06-30. In the recent 180 days, LIFELONG WEALTH ADVISORS, INC. has decreased its shares by 2.6K.