Comprehensive Financial Planning, Inc./PA's ownership history for IWY

Comprehensive Financial Planning, Inc./PA currently holds 1.7K shares with a market value of $414.5K. It started holding IWY on 2024-12-31. At its peak, it held 1.7K shares on 2026-03-31. Its highest holding value was $460.9K on 2025-12-31. At its lowest, it held 1.7K shares on 2024-12-31, with a value of $350.0K on 2025-03-31. In the recent 180 days, Comprehensive Financial Planning, Inc./PA has increased its shares by 2. In the recent year, Comprehensive Financial Planning, Inc./PA has increased its shares by 6.