Plan A Wealth LLC's ownership history for FI

Plan A Wealth LLC currently holds 4.3K shares with a market value of $559.3K. It started holding FI on 2025-03-31. At its peak, it held 4.3K shares on 2025-09-30. Its highest holding value was $682.4K on 2025-06-30. At its lowest, it held 1.8K shares on 2025-03-31, with a value of $402.6K on 2025-03-31. In the recent 180 days, Plan A Wealth LLC has increased its shares by 2.5K.