Optimize Financial Inc's ownership history for HEI

Optimize Financial Inc currently holds 1.2K shares with a market value of $317.2K. It started holding HEI on 2025-09-30. At its peak, it held 1.2K shares on 2026-03-31. Its highest holding value was $322.9K on 2025-12-31. At its lowest, it held 986 shares on 2025-09-30, with a value of $317.2K on 2026-03-31. In the recent 180 days, Optimize Financial Inc has increased its shares by 171.