Shakespeare Wealth Management, LLC's ownership history for DWM

Shakespeare Wealth Management, LLC currently holds 28.7K shares with a market value of $1.9M. It started holding DWM on 2024-09-30. At its peak, it held 52.7K shares on 2024-09-30. Its highest holding value was $3.0M on 2024-09-30. At its lowest, it held 28.7K shares on 2025-09-30, with a value of $1.9M on 2025-06-30. In the recent 180 days, Shakespeare Wealth Management, LLC has decreased its shares by 13.3K. In the recent year, Shakespeare Wealth Management, LLC has decreased its shares by 24.1K.