United Financial Planning Group LLC's ownership history for BSV

United Financial Planning Group LLC currently holds 55.7K shares with a market value of $4.4M. It started holding BSV on 2025-09-30. At its peak, it held 68.7K shares on 2025-09-30. Its highest holding value was $5.4M on 2025-09-30. At its lowest, it held 48.4K shares on 2025-12-31, with a value of $3.8M on 2025-12-31. In the recent 180 days, United Financial Planning Group LLC has decreased its shares by 13.0K.