Essential Planning, LLC.'s ownership history for IBTG

Essential Planning, LLC. currently holds 56.1K shares with a market value of $1.3M. It started holding IBTG on 2024-09-30. At its peak, it held 3.4M shares on 2024-12-31. Its highest holding value was $78.2M on 2024-12-31. At its lowest, it held 52.6K shares on 2024-09-30, with a value of $1.2M on 2024-09-30. In the recent 180 days, Essential Planning, LLC. has decreased its shares by 5.5K. In the recent year, Essential Planning, LLC. has decreased its shares by 3.4M.