Planning Center, Inc.'s ownership history for DFEM

Planning Center, Inc. currently holds 491.5K shares with a market value of $16.3M. It started holding DFEM on 2024-09-30. At its peak, it held 539.6K shares on 2025-06-30. Its highest holding value was $17.2M on 2025-09-30. At its lowest, it held 491.5K shares on 2025-12-31, with a value of $13.3M on 2024-12-31. In the recent 180 days, Planning Center, Inc. has decreased its shares by 48.1K. In the recent year, Planning Center, Inc. has decreased its shares by 16.7K.