KWB Wealth's ownership history for SPTM

KWB Wealth currently holds 40.8K shares with a market value of $3.4M. It started holding SPTM on 2024-09-30. At its peak, it held 99.5K shares on 2024-09-30. Its highest holding value was $6.6M on 2024-09-30. At its lowest, it held 40.8K shares on 2025-12-31, with a value of $3.4M on 2025-12-31. In the recent 180 days, KWB Wealth has decreased its shares by 12.4K. In the recent year, KWB Wealth has decreased its shares by 43.0K.