Essential Planning, LLC.'s ownership history for IBTI

Essential Planning, LLC. currently holds 95.6K shares with a market value of $2.1M. It started holding IBTI on 2024-12-31. At its peak, it held 500.0K shares on 2024-12-31. Its highest holding value was $11.0M on 2024-12-31. At its lowest, it held 12.3K shares on 2025-03-31, with a value of $274.6K on 2025-03-31. In the recent 180 days, Essential Planning, LLC. has increased its shares by 83.2K. In the recent year, Essential Planning, LLC. has decreased its shares by 404.4K.