WealthPLAN Partners, LLC's ownership history for HELO

WealthPLAN Partners, LLC currently holds 92.6K shares with a market value of $5.9M. It started holding HELO on 2024-09-30. At its peak, it held 170.5K shares on 2025-03-31. Its highest holding value was $10.3M on 2024-09-30. At its lowest, it held 92.6K shares on 2026-03-31, with a value of $5.9M on 2026-03-31. In the recent 180 days, WealthPLAN Partners, LLC has decreased its shares by 23.3K. In the recent year, WealthPLAN Partners, LLC has decreased its shares by 77.9K.