Lakeshore Financial Planning, Inc.'s ownership history for CMA

Lakeshore Financial Planning, Inc. currently holds 7.0K shares with a market value of $482.7K. It started holding CMA on 2024-09-30. At its peak, it held 7.4K shares on 2024-09-30. Its highest holding value was $482.7K on 2025-09-30. At its lowest, it held 7.0K shares on 2025-06-30, with a value of $417.3K on 2025-06-30. In the recent 180 days, Lakeshore Financial Planning, Inc. has decreased its shares by 206. In the recent year, Lakeshore Financial Planning, Inc. has decreased its shares by 311.