Center for Financial Planning, Inc.'s ownership history for USB

Center for Financial Planning, Inc. currently holds 4.7K shares with a market value of $245.9K. It started holding USB on 2024-09-30. At its peak, it held 10.4K shares on 2025-06-30. Its highest holding value was $552.5K on 2025-12-31. At its lowest, it held 4.7K shares on 2026-03-31, with a value of $245.9K on 2026-03-31. In the recent 180 days, Center for Financial Planning, Inc. has decreased its shares by 5.6K. In the recent year, Center for Financial Planning, Inc. has decreased its shares by 4.8K.