Leo Wealth, LLC's ownership history for HELO


Leo Wealth, LLC currently holds 256.9K shares with a market value of $17.1M. It started holding HELO on 2024-09-30. At its peak, it held 267.9K shares on 2025-06-30. Its highest holding value was $17.1M on 2025-12-31. At its lowest, it held 236.2K shares on 2024-09-30, with a value of $14.4M on 2024-09-30. In the recent 180 days, Leo Wealth, LLC has increased its shares by 4.3K.


Leo Wealth, LLC's ownership history for HELO