Dex shares owned by Asset Planning
Historical chart of Asset Planning investment in Dex
Tip: Access up to 7 years of quarterly data
All positions including Dex held by Asset Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Dex by Asset Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $88k | 1.3k | 67.29 |
| 2025-06-30 | $114k | 1.3k | 87.29 |
| 2025-03-31 | $89k | 1.3k | 68.29 |
| 2024-12-31 | $101k | 1.3k | 77.77 |