Holistic Financial Partners's ownership history for AFRM

Holistic Financial Partners currently holds 4.9K shares with a market value of $367.2K. It started holding AFRM on 2024-09-30. At its peak, it held 5.8K shares on 2024-09-30. Its highest holding value was $401.9K on 2025-09-30. At its lowest, it held 4.9K shares on 2025-12-31, with a value of $237.0K on 2024-09-30. In the recent 180 days, Holistic Financial Partners has decreased its shares by 538. In the recent year, Holistic Financial Partners has decreased its shares by 691.