Plan A Wealth LLC's ownership history for IDV


Plan A Wealth LLC currently holds 9.6K shares with a market value of $408.0K. It started holding IDV on 2025-06-30. At its peak, it held 10.2K shares on 2025-06-30. Its highest holding value was $408.0K on 2026-03-31. At its lowest, it held 9.6K shares on 2026-03-31, with a value of $351.2K on 2025-06-30. In the recent 180 days, Plan A Wealth LLC has decreased its shares by 416.


Plan A Wealth LLC's ownership history for IDV