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

Sterling Financial Planning, Inc. currently holds 424.0K shares with a market value of $11.2M. It started holding FNDX on 2024-09-30. At its peak, it held 434.1K shares on 2025-06-30. Its highest holding value was $11.2M on 2025-09-30. At its lowest, it held 135.8K shares on 2024-09-30, with a value of $9.4M on 2024-12-31. In the recent 180 days, Sterling Financial Planning, Inc. has increased its shares by 15.7K. In the recent year, Sterling Financial Planning, Inc. has increased its shares by 288.2K.