Asset Planning,Inc's ownership history for USB

Asset Planning,Inc currently holds 1.2K shares with a market value of $63.9K. It started holding USB on 2024-12-31. At its peak, it held 1.2K shares on 2025-03-31. Its highest holding value was $63.9K on 2025-12-31. At its lowest, it held 1.2K shares on 2025-06-30, with a value of $51.4K on 2025-03-31. In the recent 180 days, Asset Planning,Inc has increased its shares by 23. In the recent year, Asset Planning,Inc has decreased its shares by 9.