Falcon Wealth Planning's ownership history for SPTM

Falcon Wealth Planning currently holds 4.3K shares with a market value of $347.1K. It started holding SPTM on 2024-09-30. At its peak, it held 5.3K shares on 2024-09-30. Its highest holding value was $374.3K on 2024-12-31. At its lowest, it held 4.3K shares on 2025-09-30, with a value of $347.1K on 2025-09-30. In the recent 180 days, Falcon Wealth Planning has decreased its shares by 948. In the recent year, Falcon Wealth Planning has decreased its shares by 954.