Planning Center, Inc.'s ownership history for DFSD

Planning Center, Inc. currently holds 2.4M shares with a market value of $116.8M. It started holding DFSD on 2024-09-30. At its peak, it held 2.4M shares on 2025-09-30. Its highest holding value was $116.8M on 2025-09-30. At its lowest, it held 2.0M shares on 2024-09-30, with a value of $96.0M on 2024-12-31. In the recent 180 days, Planning Center, Inc. has increased its shares by 158.3K. In the recent year, Planning Center, Inc. has increased its shares by 411.2K.