PLANNING DIRECTIONS INC's ownership history for IYW

PLANNING DIRECTIONS INC currently holds 2.6K shares with a market value of $521.4K. It started holding IYW on 2024-12-31. At its peak, it held 2.6K shares on 2025-12-31. Its highest holding value was $521.4K on 2025-12-31. At its lowest, it held 2.2K shares on 2024-12-31, with a value of $316.6K on 2025-03-31. In the recent 180 days, PLANNING DIRECTIONS INC has increased its shares by 256. In the recent year, PLANNING DIRECTIONS INC has increased its shares by 389.