BEACON FINANCIAL PLANNING, INC's ownership history for SOXX

BEACON FINANCIAL PLANNING, INC currently holds 15.3K shares with a market value of $5.0M. It started holding SOXX on 2024-09-30. At its peak, it held 15.3K shares on 2026-03-31. Its highest holding value was $5.0M on 2026-03-31. At its lowest, it held 10.8K shares on 2025-06-30, with a value of $2.1M on 2025-03-31. In the recent 180 days, BEACON FINANCIAL PLANNING, INC has increased its shares by 4.3K. In the recent year, BEACON FINANCIAL PLANNING, INC has increased its shares by 4.2K.