Essential Planning, LLC.'s ownership history for DFIC

Essential Planning, LLC. currently holds 130.2K shares with a market value of $4.6M. It started holding DFIC on 2024-09-30. At its peak, it held 827.8K shares on 2024-12-31. Its highest holding value was $22.1M on 2024-12-31. At its lowest, it held 10.6K shares on 2024-09-30, with a value of $299.0K on 2024-09-30. In the recent 180 days, Essential Planning, LLC. has increased its shares by 51.3K. In the recent year, Essential Planning, LLC. has increased its shares by 93.1K.