Capital Planning LLC's ownership history for PREF

Capital Planning LLC currently holds 38.6K shares with a market value of $738.1K. It started holding PREF on 2024-12-31. At its peak, it held 39.8K shares on 2024-12-31. Its highest holding value was $744.1K on 2025-03-31. At its lowest, it held 38.3K shares on 2025-06-30, with a value of $727.3K on 2025-06-30. In the recent 180 days, Capital Planning LLC has decreased its shares by 1.2K.