BEACON FINANCIAL PLANNING, INC's ownership history for JEPI

BEACON FINANCIAL PLANNING, INC currently holds 7.4K shares with a market value of $420.0K. It started holding JEPI on 2026-03-31. At its peak, it held 7.4K shares on 2026-03-31. Its highest holding value was $420.0K on 2026-03-31. At its lowest, it held 7.4K shares on 2026-03-31, with a value of $420.0K on 2026-03-31.