Modern Wealth Management, LLC's ownership history for HELO

Modern Wealth Management, LLC currently holds 9.9K shares with a market value of $658.7K. It started holding HELO on 2024-12-31. At its peak, it held 243.2K shares on 2025-03-31. Its highest holding value was $15.0M on 2024-12-31. At its lowest, it held 9.9K shares on 2025-12-31, with a value of $658.7K on 2025-12-31. In the recent 180 days, Modern Wealth Management, LLC has decreased its shares by 3.1K. In the recent year, Modern Wealth Management, LLC has decreased its shares by 228.2K.