Optimize Financial Inc's ownership history for HEI

Optimize Financial Inc currently holds 998 shares with a market value of $322.9K. It started holding HEI on 2025-09-30. At its peak, it held 998 shares on 2025-12-31. 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 $318.3K on 2025-09-30.