Sterling Financial Planning, Inc.'s ownership history for DFIV

Sterling Financial Planning, Inc. currently holds 308.1K shares with a market value of $16.3M. It started holding DFIV on 2024-09-30. At its peak, it held 321.4K shares on 2025-06-30. Its highest holding value was $16.3M on 2026-03-31. At its lowest, it held 282.2K shares on 2024-12-31, with a value of $10.0M on 2024-12-31. In the recent 180 days, Sterling Financial Planning, Inc. has decreased its shares by 8.6K. In the recent year, Sterling Financial Planning, Inc. has decreased its shares by 7.4K.