WealthPlan Investment Management, LLC's ownership history for HELO

WealthPlan Investment Management, LLC currently holds 201.8K shares with a market value of $12.9M. It started holding HELO on 2024-09-30. At its peak, it held 231.5K shares on 2025-09-30. Its highest holding value was $15.1M on 2025-09-30. At its lowest, it held 115.2K shares on 2024-09-30, with a value of $7.0M on 2024-09-30. In the recent 180 days, WealthPlan Investment Management, LLC has decreased its shares by 29.8K. In the recent year, WealthPlan Investment Management, LLC has increased its shares by 54.7K.