Schwallier Wealth Management LLC's ownership history for SPEM

Schwallier Wealth Management LLC currently holds 79.6K shares with a market value of $3.7M. It started holding SPEM on 2025-03-31. At its peak, it held 87.3K shares on 2025-06-30. Its highest holding value was $4.0M on 2025-09-30. At its lowest, it held 68.0K shares on 2025-03-31, with a value of $2.7M on 2025-03-31. In the recent 180 days, Schwallier Wealth Management LLC has decreased its shares by 6.5K. In the recent year, Schwallier Wealth Management LLC has increased its shares by 11.6K.