PLANNING DIRECTIONS INC's ownership history for IYW

PLANNING DIRECTIONS INC currently holds 1.8K shares with a market value of $331.9K. It started holding IYW on 2024-12-31. At its peak, it held 2.6K shares on 2025-12-31. Its highest holding value was $521.4K on 2025-12-31. At its lowest, it held 1.8K shares on 2026-03-31, with a value of $316.6K on 2025-03-31. In the recent 180 days, PLANNING DIRECTIONS INC has decreased its shares by 658. In the recent year, PLANNING DIRECTIONS INC has decreased its shares by 424.