Larry Mathis Financial Planning, LLC's ownership history for SHV

Larry Mathis Financial Planning, LLC currently holds 12.2K shares with a market value of $1.3M. It started holding SHV on 2025-12-31. At its peak, it held 51.5K shares on 2026-03-31. Its highest holding value was $5.7M on 2026-03-31. At its lowest, it held 7.0K shares on 2025-12-31, with a value of $773.7K on 2025-12-31. In the recent 180 days, Larry Mathis Financial Planning, LLC has increased its shares by 5.2K.