Essential Planning, LLC.'s ownership history for DFAE

Essential Planning, LLC. currently holds 244.1K shares with a market value of $8.0M. It started holding DFAE on 2024-09-30. At its peak, it held 15.5M shares on 2024-12-31. Its highest holding value was $411.5M on 2024-12-31. At its lowest, it held 244.1K shares on 2025-12-31, with a value of $6.5M on 2025-03-31. In the recent 180 days, Essential Planning, LLC. has decreased its shares by 12.0K. In the recent year, Essential Planning, LLC. has decreased its shares by 15.3M.