Pasadena Private Wealth, LLC's ownership history for HELO

Pasadena Private Wealth, LLC currently holds 3.4K shares with a market value of $228.6K. It started holding HELO on 2025-03-31. At its peak, it held 5.3K shares on 2025-06-30. Its highest holding value was $340.7K on 2025-09-30. At its lowest, it held 3.4K shares on 2025-12-31, with a value of $223.8K on 2025-03-31. In the recent 180 days, Pasadena Private Wealth, LLC has decreased its shares by 1.9K.