M Wealth Management, LLC's ownership history for HEFA

M Wealth Management, LLC currently holds 16.4K shares with a market value of $678.5K. It started holding HEFA on 2024-12-31. At its peak, it held 16.4K shares on 2025-12-31. Its highest holding value was $678.5K on 2025-12-31. At its lowest, it held 15.8K shares on 2024-12-31, with a value of $550.5K on 2024-12-31. In the recent 180 days, M Wealth Management, LLC has increased its shares by 562. In the recent year, M Wealth Management, LLC has increased its shares by 562.