Defined Financial Planning LLC's ownership history for EPI

Defined Financial Planning LLC currently holds 44.5K shares with a market value of $2.0M. It started holding EPI on 2025-03-31. At its peak, it held 44.5K shares on 2025-09-30. Its highest holding value was $2.0M on 2025-09-30. At its lowest, it held 35.2K shares on 2025-03-31, with a value of $1.5M on 2025-03-31. In the recent 180 days, Defined Financial Planning LLC has increased its shares by 9.3K.