Investments & Financial Planning, LLC's ownership history for SPDW

Investments & Financial Planning, LLC currently holds 8.5K shares with a market value of $387.8K. It started holding SPDW on 2024-09-30. At its peak, it held 11.6K shares on 2025-03-31. Its highest holding value was $468.3K on 2025-06-30. At its lowest, it held 8.5K shares on 2026-03-31, with a value of $359.8K on 2024-12-31. In the recent 180 days, Investments & Financial Planning, LLC has decreased its shares by 1.2K. In the recent year, Investments & Financial Planning, LLC has decreased its shares by 3.1K.