Planning Center, Inc.'s ownership history for DFIV

Planning Center, Inc. currently holds 820.7K shares with a market value of $37.9M. It started holding DFIV on 2024-09-30. At its peak, it held 887.8K shares on 2024-12-31. Its highest holding value was $37.9M on 2025-09-30. At its lowest, it held 820.7K shares on 2025-09-30, with a value of $31.5M on 2024-12-31. In the recent 180 days, Planning Center, Inc. has decreased its shares by 44.1K. In the recent year, Planning Center, Inc. has decreased its shares by 60.5K.