KWB Wealth's ownership history for SPTM

KWB Wealth currently holds 40.7K 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 40.7K shares on 2026-03-31, with a value of $3.4M on 2026-03-31. In the recent 180 days, KWB Wealth has decreased its shares by 4.6K. In the recent year, KWB Wealth has decreased its shares by 20.9K.