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

Lakeshore Financial Planning, Inc. currently holds 66.8K shares with a market value of $3.5M. It started holding DFIV on 2024-09-30. At its peak, it held 300.9K shares on 2024-09-30. Its highest holding value was $11.5M on 2024-09-30. At its lowest, it held 65.0K shares on 2025-03-31, with a value of $2.6M on 2025-03-31. In the recent 180 days, Lakeshore Financial Planning, Inc. has increased its shares by 721. In the recent year, Lakeshore Financial Planning, Inc. has increased its shares by 1.9K.