DEFINED WEALTH MANAGEMENT, LLC's ownership history for PDBC

DEFINED WEALTH MANAGEMENT, LLC currently holds 57.0K shares with a market value of $755.1K. It started holding PDBC on 2024-09-30. At its peak, it held 57.2K shares on 2025-06-30. Its highest holding value was $766.8K on 2025-09-30. At its lowest, it held 51.2K shares on 2024-09-30, with a value of $669.4K on 2024-12-31. In the recent 180 days, DEFINED WEALTH MANAGEMENT, LLC has decreased its shares by 230. In the recent year, DEFINED WEALTH MANAGEMENT, LLC has increased its shares by 5.5K.