Asset Planning,Inc's ownership history for SRE

Asset Planning,Inc currently holds 19.9K shares with a market value of $1.8M. It started holding SRE on 2024-12-31. At its peak, it held 20.4K shares on 2025-03-31. Its highest holding value was $1.8M on 2025-09-30. At its lowest, it held 19.9K shares on 2025-09-30, with a value of $1.5M on 2025-03-31. In the recent 180 days, Asset Planning,Inc has decreased its shares by 545.