XY Planning Network, Inc.'s ownership history for PTLC

XY Planning Network, Inc. currently holds 11.6K shares with a market value of $609.1K. It started holding PTLC on 2024-12-31. At its peak, it held 30.9K shares on 2025-12-31. Its highest holding value was $1.7M on 2025-12-31. At its lowest, it held 8.3K shares on 2024-12-31, with a value of $428.8K on 2025-03-31. In the recent 180 days, XY Planning Network, Inc. has decreased its shares by 3.3K. In the recent year, XY Planning Network, Inc. has increased its shares by 3.2K.