Plan A Wealth LLC's ownership history for FNDX

Plan A Wealth LLC currently holds 22.4K shares with a market value of $624.1K. It started holding FNDX on 2025-03-31. At its peak, it held 22.4K shares on 2026-03-31. Its highest holding value was $624.1K on 2026-03-31. At its lowest, it held 11.6K shares on 2025-03-31, with a value of $273.4K on 2025-03-31. In the recent 180 days, Plan A Wealth LLC has increased its shares by 2.6K. In the recent year, Plan A Wealth LLC has increased its shares by 10.8K.