Investments & Financial Planning, LLC's ownership history for URTH

Investments & Financial Planning, LLC currently holds 55.8K shares with a market value of $10.1M. It started holding URTH on 2024-09-30. At its peak, it held 55.8K shares on 2026-03-31. Its highest holding value was $10.1M on 2025-12-31. At its lowest, it held 47.6K shares on 2024-09-30, with a value of $7.5M on 2024-09-30. In the recent 180 days, Investments & Financial Planning, LLC has increased its shares by 911. In the recent year, Investments & Financial Planning, LLC has increased its shares by 4.6K.