Rockbridge Investment Management, LCC's ownership history for SPEM

Rockbridge Investment Management, LCC currently holds 22.4K shares with a market value of $1.0M. It started holding SPEM on 2024-12-31. At its peak, it held 25.1K shares on 2025-06-30. Its highest holding value was $1.1M on 2025-09-30. At its lowest, it held 22.4K shares on 2026-03-31, with a value of $954.5K on 2024-12-31. In the recent 180 days, Rockbridge Investment Management, LCC has decreased its shares by 1.8K. In the recent year, Rockbridge Investment Management, LCC has decreased its shares by 2.5K.