WorthPointe, LLC's ownership history for PSEP

WorthPointe, LLC currently holds 6.6K shares with a market value of $282.9K. It started holding PSEP on 2024-09-30. At its peak, it held 7.4K shares on 2024-12-31. Its highest holding value was $302.5K on 2025-06-30. At its lowest, it held 5.7K shares on 2024-09-30, with a value of $219.3K on 2024-09-30. In the recent 180 days, WorthPointe, LLC has decreased its shares by 810. In the recent year, WorthPointe, LLC has increased its shares by 895.