Ida shares owned by Asset Planning
Historical chart of Asset Planning investment in Ida
Tip: Access up to 7 years of quarterly data
All positions including Ida held by Asset Planning consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Ida by Asset Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $72k | 541 | 132.23 |
| 2025-06-30 | $62k | 538 | 115.36 |
| 2025-03-31 | $62k | 534 | 116.16 |
| 2024-12-31 | $58k | 530 | 109.24 |