Financial Life Planners's ownership history for CRM

Financial Life Planners currently holds 1.8K shares with a market value of $434.1K. It started holding CRM on 2024-12-31. At its peak, it held 1.9K shares on 2024-12-31. Its highest holding value was $638.2K on 2024-12-31. At its lowest, it held 1.8K shares on 2025-09-30, with a value of $434.1K on 2025-09-30. In the recent 180 days, Financial Life Planners has decreased its shares by 70.