Keystone Financial Planning, Inc.'s ownership history for HDV

Keystone Financial Planning, Inc. currently holds 29.6K shares with a market value of $3.6M. It started holding HDV on 2024-09-30. At its peak, it held 32.0K shares on 2024-09-30. Its highest holding value was $3.8M on 2025-03-31. At its lowest, it held 29.6K shares on 2025-09-30, with a value of $3.5M on 2025-06-30. In the recent 180 days, Keystone Financial Planning, Inc. has decreased its shares by 1.5K. In the recent year, Keystone Financial Planning, Inc. has decreased its shares by 2.4K.