PERSONAL CFO SOLUTIONS, LLC's ownership history for JEPI

PERSONAL CFO SOLUTIONS, LLC currently holds 11.7K shares with a market value of $669.9K. It started holding JEPI on 2024-09-30. At its peak, it held 15.9K shares on 2025-09-30. Its highest holding value was $908.6K on 2025-09-30. At its lowest, it held 9.0K shares on 2024-09-30, with a value of $537.8K on 2024-09-30. In the recent 180 days, PERSONAL CFO SOLUTIONS, LLC has decreased its shares by 1.7K. In the recent year, PERSONAL CFO SOLUTIONS, LLC has decreased its shares by 260.