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

Investments & Financial Planning, LLC currently holds 9.8K shares with a market value of $746.4K. It started holding SPYM on 2024-09-30. At its peak, it held 12.7K shares on 2024-09-30. Its highest holding value was $898.6K on 2025-09-30. At its lowest, it held 9.8K shares on 2026-03-31, with a value of $746.4K on 2026-03-31. In the recent 180 days, Investments & Financial Planning, LLC has decreased its shares by 1.7K. In the recent year, Investments & Financial Planning, LLC has decreased its shares by 2.6K.