Focus Partners Wealth's ownership history for HELO

Focus Partners Wealth currently holds 771.7K shares with a market value of $50.5M. It started holding HELO on 2024-09-30. At its peak, it held 771.7K shares on 2025-12-31. Its highest holding value was $50.5M on 2025-12-31. At its lowest, it held 527.0K shares on 2024-09-30, with a value of $32.2M on 2024-09-30. In the recent 180 days, Focus Partners Wealth has increased its shares by 77.0K. In the recent year, Focus Partners Wealth has increased its shares by 179.0K.