Planning Center, Inc.'s ownership history for DFIP

Planning Center, Inc. currently holds 898.3K shares with a market value of $37.9M. It started holding DFIP on 2024-09-30. At its peak, it held 898.3K shares on 2025-09-30. Its highest holding value was $37.9M on 2025-09-30. At its lowest, it held 744.4K shares on 2024-09-30, with a value of $30.5M on 2024-12-31. In the recent 180 days, Planning Center, Inc. has increased its shares by 48.4K. In the recent year, Planning Center, Inc. has increased its shares by 154.0K.