Shakespeare Wealth Management, LLC's ownership history for CMA

Shakespeare Wealth Management, LLC currently holds 8.8K shares with a market value of $605.2K. It started holding CMA on 2024-09-30. At its peak, it held 9.4K shares on 2024-09-30. Its highest holding value was $605.2K on 2025-09-30. At its lowest, it held 8.8K shares on 2025-03-31, with a value of $519.8K on 2025-03-31. In the recent 180 days, Shakespeare Wealth Management, LLC has increased its shares by 31. In the recent year, Shakespeare Wealth Management, LLC has decreased its shares by 519.