Vertex Planning Partners, LLC's ownership history for HEFA

Vertex Planning Partners, LLC currently holds 251.0K shares with a market value of $10.4M. It started holding HEFA on 2024-12-31. At its peak, it held 275.3K shares on 2025-03-31. Its highest holding value was $10.4M on 2025-12-31. At its lowest, it held 225.2K shares on 2024-12-31, with a value of $7.8M on 2024-12-31. In the recent 180 days, Vertex Planning Partners, LLC has increased its shares by 11.1K. In the recent year, Vertex Planning Partners, LLC has increased its shares by 25.7K.