PLANNING DIRECTIONS INC's ownership history for JEPQ

PLANNING DIRECTIONS INC currently holds 49.2K shares with a market value of $2.7M. It started holding JEPQ on 2024-12-31. At its peak, it held 49.2K shares on 2026-03-31. Its highest holding value was $2.7M on 2026-03-31. At its lowest, it held 33.1K shares on 2024-12-31, with a value of $1.9M on 2024-12-31. In the recent 180 days, PLANNING DIRECTIONS INC has increased its shares by 3.9K. In the recent year, PLANNING DIRECTIONS INC has increased its shares by 9.8K.