Marshall & Sterling Wealth Advisors Inc.'s ownership history for HELO

Marshall & Sterling Wealth Advisors Inc. currently holds 56.6K shares with a market value of $3.6M. It started holding HELO on 2024-12-31. At its peak, it held 81.9K shares on 2025-03-31. Its highest holding value was $4.9M on 2025-03-31. At its lowest, it held 14.0K shares on 2025-09-30, with a value of $907.4K on 2025-09-30. In the recent 180 days, Marshall & Sterling Wealth Advisors Inc. has increased its shares by 42.6K. In the recent year, Marshall & Sterling Wealth Advisors Inc. has decreased its shares by 25.3K.