Envision Financial Planning, LLC's ownership history for DFSI

Envision Financial Planning, LLC currently holds 9.8K shares with a market value of $416.1K. It started holding DFSI on 2024-09-30. At its peak, it held 9.8K shares on 2026-03-31. Its highest holding value was $416.1K on 2026-03-31. At its lowest, it held 6.8K shares on 2024-09-30, with a value of $232.5K on 2024-12-31. In the recent 180 days, Envision Financial Planning, LLC has increased its shares by 764. In the recent year, Envision Financial Planning, LLC has increased its shares by 2.7K.