PLANNING DIRECTIONS INC's ownership history for WSFS

PLANNING DIRECTIONS INC currently holds 6.5K shares with a market value of $427.1K. It started holding WSFS on 2025-06-30. At its peak, it held 6.5K shares on 2026-03-31. Its highest holding value was $427.1K on 2026-03-31. At its lowest, it held 6.2K shares on 2025-06-30, with a value of $333.1K on 2025-09-30. In the recent 180 days, PLANNING DIRECTIONS INC has increased its shares by 349.