Planning Center, Inc.'s ownership history for DFUS

Planning Center, Inc. currently holds 3.2K shares with a market value of $237.0K. It started holding DFUS on 2024-09-30. At its peak, it held 3.3K shares on 2024-12-31. Its highest holding value was $237.0K on 2025-12-31. At its lowest, it held 3.2K shares on 2025-06-30, with a value of $203.0K on 2024-09-30. In the recent 180 days, Planning Center, Inc. has increased its shares by 15. In the recent year, Planning Center, Inc. has decreased its shares by 69.