Center for Financial Planning, Inc.'s ownership history for BSV

Center for Financial Planning, Inc. currently holds 450 shares with a market value of $35.3K. It started holding BSV on 2024-09-30. At its peak, it held 1.6K shares on 2025-03-31. Its highest holding value was $122.4K on 2025-03-31. At its lowest, it held 450 shares on 2026-03-31, with a value of $35.3K on 2026-03-31. In the recent 180 days, Center for Financial Planning, Inc. has decreased its shares by 610. In the recent year, Center for Financial Planning, Inc. has decreased its shares by 1.1K.