D. SCOTT NEAL, INC.'s ownership history for HEFA

D. SCOTT NEAL, INC. currently holds 31.4K shares with a market value of $1.2M. It started holding HEFA on 2024-12-31. At its peak, it held 31.4K shares on 2025-09-30. Its highest holding value was $1.2M on 2025-09-30. At its lowest, it held 29.7K shares on 2024-12-31, with a value of $1.0M on 2024-12-31. In the recent 180 days, D. SCOTT NEAL, INC. has increased its shares by 649.