Heirloom Wealth Management's ownership history for DFIP

Heirloom Wealth Management currently holds 1.1M shares with a market value of $45.5M. 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 983.3K shares on 2025-06-30, with a value of $41.1M on 2025-06-30. In the recent 180 days, Heirloom Wealth Management has increased its shares by 112.7K. In the recent year, Heirloom Wealth Management has increased its shares by 45.1K.