Wealth Preservation Advisors, LLC's ownership history for HEFA


Wealth Preservation Advisors, LLC currently holds 39.4K shares with a market value of $1.6M. It started holding HEFA on 2025-03-31. At its peak, it held 39.4K shares on 2025-12-31. Its highest holding value was $1.6M on 2025-12-31. At its lowest, it held 39.1K shares on 2025-06-30, with a value of $1.4M on 2025-03-31. In the recent 180 days, Wealth Preservation Advisors, LLC has increased its shares by 336.


Wealth Preservation Advisors, LLC's ownership history for HEFA