Advisor OS, LLC's ownership history for SPEM

Advisor OS, LLC currently holds 20.8K shares with a market value of $971.7K. It started holding SPEM on 2024-09-30. At its peak, it held 24.4K shares on 2025-06-30. Its highest holding value was $1.0M on 2025-06-30. At its lowest, it held 7.1K shares on 2025-03-31, with a value of $279.3K on 2025-03-31. In the recent 180 days, Advisor OS, LLC has increased its shares by 13.7K. In the recent year, Advisor OS, LLC has increased its shares by 4.0K.