Plan A Wealth LLC's ownership history for FI

Plan A Wealth LLC currently holds 5.7K shares with a market value of $319.5K. It started holding FI on 2025-03-31. At its peak, it held 5.7K shares on 2026-03-31. Its highest holding value was $682.4K on 2025-06-30. At its lowest, it held 1.8K shares on 2025-03-31, with a value of $319.5K on 2026-03-31. In the recent 180 days, Plan A Wealth LLC has increased its shares by 1.4K. In the recent year, Plan A Wealth LLC has increased its shares by 3.9K.