Defined Financial Planning LLC's ownership history for SEPM

Defined Financial Planning LLC currently holds 12.1K shares with a market value of $381.8K. It started holding SEPM on 2025-06-30. At its peak, it held 12.1K shares on 2025-09-30. Its highest holding value was $381.8K on 2025-09-30. At its lowest, it held 8.9K shares on 2025-06-30, with a value of $274.2K on 2025-06-30.