Planning Center, Inc.'s ownership history for UBFO

Planning Center, Inc. currently holds 36.0K shares with a market value of $378.6K. It started holding UBFO on 2024-09-30. At its peak, it held 36.0K shares on 2024-09-30. Its highest holding value was $378.6K on 2026-03-31. At its lowest, it held 36.0K shares on 2024-09-30, with a value of $311.6K on 2025-06-30. In the recent 180 days, Planning Center, Inc. has increased its shares by 0. In the recent year, Planning Center, Inc. has increased its shares by 0.