Partners in Financial Planning's ownership history for DFIV

Partners in Financial Planning currently holds 8.7K shares with a market value of $435.6K. It started holding DFIV on 2021-09-30. At its peak, it held 9.6K shares on 2025-09-30. Its highest holding value was $441.0K on 2025-09-30. At its lowest, it held 7.4K shares on 2023-06-30, with a value of $228.2K on 2022-06-30. In the recent 180 days, Partners in Financial Planning has decreased its shares by 813. In the recent year, Partners in Financial Planning has decreased its shares by 717.