Sound Financial Strategies Group, LLC's ownership history for HEQT

Sound Financial Strategies Group, LLC currently holds 100.7K shares with a market value of $3.2M. It started holding HEQT on 2025-09-30. At its peak, it held 100.7K shares on 2025-12-31. Its highest holding value was $3.2M on 2025-12-31. At its lowest, it held 80.5K shares on 2025-09-30, with a value of $2.5M on 2025-09-30. In the recent 180 days, Sound Financial Strategies Group, LLC has increased its shares by 20.2K.