Delap Wealth Advisory, LLC's ownership history for DFSI


Delap Wealth Advisory, LLC currently holds 10.3K shares with a market value of $422.7K. It started holding DFSI on 2024-09-30. At its peak, it held 17.9K shares on 2024-12-31. Its highest holding value was $623.1K on 2025-03-31. At its lowest, it held 9.1K shares on 2024-09-30, with a value of $326.8K on 2024-09-30. In the recent 180 days, Delap Wealth Advisory, LLC has decreased its shares by 7.6K. In the recent year, Delap Wealth Advisory, LLC has increased its shares by 1.1K.


Delap Wealth Advisory, LLC's ownership history for DFSI