Oak Wealth Advisors LLC's ownership history for HELO

Oak Wealth Advisors LLC currently holds 106.2K shares with a market value of $7.1M. It started holding HELO on 2024-12-31. At its peak, it held 106.9K shares on 2025-09-30. Its highest holding value was $7.1M on 2025-12-31. At its lowest, it held 81.3K shares on 2024-12-31, with a value of $5.0M on 2024-12-31. In the recent 180 days, Oak Wealth Advisors LLC has increased its shares by 6.6K. In the recent year, Oak Wealth Advisors LLC has increased its shares by 24.9K.