WALLER FINANCIAL PLANNING GROUP, INC's ownership history for JEPI

WALLER FINANCIAL PLANNING GROUP, INC currently holds 12.6K shares with a market value of $711.8K. It started holding JEPI on 2024-09-30. At its peak, it held 12.6K shares on 2026-03-31. Its highest holding value was $711.8K on 2026-03-31. At its lowest, it held 4.8K shares on 2024-09-30, with a value of $283.9K on 2024-09-30. In the recent 180 days, WALLER FINANCIAL PLANNING GROUP, INC has increased its shares by 4.9K. In the recent year, WALLER FINANCIAL PLANNING GROUP, INC has increased its shares by 5.9K.