PLANNING DIRECTIONS INC's ownership history for JEPI

PLANNING DIRECTIONS INC currently holds 61.9K shares with a market value of $3.5M. It started holding JEPI on 2024-12-31. At its peak, it held 61.9K shares on 2026-03-31. Its highest holding value was $3.5M on 2026-03-31. At its lowest, it held 51.7K shares on 2024-12-31, with a value of $3.0M on 2024-12-31. In the recent 180 days, PLANNING DIRECTIONS INC has increased its shares by 6.0K. In the recent year, PLANNING DIRECTIONS INC has increased its shares by 5.7K.