WealthPlan Investment Management, LLC's ownership history for CFR

WealthPlan Investment Management, LLC currently holds 25.5K shares with a market value of $3.5M. It started holding CFR on 2024-09-30. At its peak, it held 63.1K shares on 2025-06-30. Its highest holding value was $8.1M on 2025-06-30. At its lowest, it held 25.5K shares on 2026-03-31, with a value of $3.5M on 2026-03-31. In the recent 180 days, WealthPlan Investment Management, LLC has decreased its shares by 36.5K. In the recent year, WealthPlan Investment Management, LLC has decreased its shares by 29.7K.