Cascade Financial Partners, LLC's ownership history for SPEM

Cascade Financial Partners, LLC currently holds 225.7K shares with a market value of $10.6M. It started holding SPEM on 2024-09-30. At its peak, it held 225.7K shares on 2025-09-30. Its highest holding value was $10.6M on 2025-09-30. At its lowest, it held 169.4K shares on 2024-09-30, with a value of $6.8M on 2024-12-31. In the recent 180 days, Cascade Financial Partners, LLC has increased its shares by 35.8K. In the recent year, Cascade Financial Partners, LLC has increased its shares by 56.3K.