Sterling Financial Planning, Inc.'s ownership history for IDV

Sterling Financial Planning, Inc. currently holds 75.4K shares with a market value of $3.2M. It started holding IDV on 2024-09-30. At its peak, it held 120.5K shares on 2024-12-31. Its highest holding value was $3.3M on 2024-12-31. At its lowest, it held 75.4K shares on 2026-03-31, with a value of $2.9M on 2024-09-30. In the recent 180 days, Sterling Financial Planning, Inc. has decreased its shares by 7.1K. In the recent year, Sterling Financial Planning, Inc. has decreased its shares by 17.1K.