Portside Wealth Group, LLC's ownership history for HLNE

Portside Wealth Group, LLC currently holds 2.4K shares with a market value of $322.1K. It started holding HLNE on 2025-06-30. At its peak, it held 2.6K shares on 2025-06-30. Its highest holding value was $370.8K on 2025-06-30. At its lowest, it held 2.4K shares on 2025-12-31, with a value of $322.1K on 2025-12-31. In the recent 180 days, Portside Wealth Group, LLC has decreased its shares by 211.