Defined Financial Planning LLC's ownership history for SPDW

Defined Financial Planning LLC currently holds 138.9K shares with a market value of $6.0M. It started holding SPDW on 2024-12-31. At its peak, it held 142.1K shares on 2025-06-30. Its highest holding value was $6.0M on 2025-09-30. At its lowest, it held 91.5K shares on 2024-12-31, with a value of $3.1M on 2024-12-31. In the recent 180 days, Defined Financial Planning LLC has increased its shares by 7.4K.