Defined Financial Planning LLC's ownership history for XSOE

Defined Financial Planning LLC currently holds 136.2K shares with a market value of $5.3M. It started holding XSOE on 2024-12-31. At its peak, it held 143.3K shares on 2025-06-30. Its highest holding value was $5.3M on 2025-09-30. At its lowest, it held 122.2K shares on 2024-12-31, with a value of $3.7M on 2024-12-31. In the recent 180 days, Defined Financial Planning LLC has increased its shares by 1.2K.