Heirloom Wealth Management's ownership history for DFIP

Heirloom Wealth Management currently holds 192.2K shares with a market value of $8.0M. It started holding DFIP on 2024-09-30. At its peak, it held 1.1M shares on 2025-12-31. Its highest holding value was $45.5M on 2025-12-31. At its lowest, it held 192.2K shares on 2026-03-31, with a value of $8.0M on 2026-03-31. In the recent 180 days, Heirloom Wealth Management has decreased its shares by 873.4K. In the recent year, Heirloom Wealth Management has decreased its shares by 833.6K.