Bernardo Wealth Planning LLC's ownership history for USFR

Bernardo Wealth Planning LLC currently holds 99.4K shares with a market value of $5.0M. It started holding USFR on 2024-09-30. At its peak, it held 149.8K shares on 2025-06-30. Its highest holding value was $5.0M on 2025-03-31. At its lowest, it held 93.0K shares on 2024-09-30, with a value of $4.7K on 2024-09-30. In the recent 180 days, Bernardo Wealth Planning LLC has decreased its shares by 15. In the recent year, Bernardo Wealth Planning LLC has increased its shares by 6.5K.