Planning Center, Inc.'s ownership history for DFAT

Planning Center, Inc. currently holds 461.1K shares with a market value of $27.5M. It started holding DFAT on 2024-09-30. At its peak, it held 498.1K shares on 2025-06-30. Its highest holding value was $28.8M on 2025-09-30. At its lowest, it held 446.3K shares on 2024-12-31, with a value of $23.5M on 2025-03-31. In the recent 180 days, Planning Center, Inc. has decreased its shares by 36.9K. In the recent year, Planning Center, Inc. has increased its shares by 14.8K.