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

Center for Financial Planning, Inc. currently holds 559 shares with a market value of $139.1K. It started holding IWY on 2024-09-30. At its peak, it held 626 shares on 2025-03-31. Its highest holding value was $155.2K on 2025-09-30. At its lowest, it held 559 shares on 2025-12-31, with a value of $132.0K on 2025-03-31. In the recent 180 days, Center for Financial Planning, Inc. has decreased its shares by 8. In the recent year, Center for Financial Planning, Inc. has decreased its shares by 67.