United Financial Planning Group LLC's ownership history for SRE

United Financial Planning Group LLC currently holds 36 shares with a market value of $3.5K. It started holding SRE on 2025-12-31. At its peak, it held 57 shares on 2025-12-31. Its highest holding value was $5.0K on 2025-12-31. At its lowest, it held 36 shares on 2026-03-31, with a value of $3.5K on 2026-03-31.