Essential Planning, LLC.'s ownership history for DFUS

Essential Planning, LLC. currently holds 5.9K shares with a market value of $434.8K. It started holding DFUS on 2024-09-30. At its peak, it held 535.7K shares on 2024-12-31. Its highest holding value was $34.3M on 2024-12-31. At its lowest, it held 5.9K shares on 2025-12-31, with a value of $398.1K on 2025-03-31. In the recent 180 days, Essential Planning, LLC. has decreased its shares by 721. In the recent year, Essential Planning, LLC. has decreased its shares by 529.9K.