Shakespeare Wealth Management, LLC's ownership history for MA

Shakespeare Wealth Management, LLC currently holds 506 shares with a market value of $287.8K. It started holding MA on 2024-09-30. At its peak, it held 506 shares on 2025-09-30. Its highest holding value was $287.8K on 2025-09-30. At its lowest, it held 488 shares on 2024-09-30, with a value of $241.0K on 2024-09-30. In the recent 180 days, Shakespeare Wealth Management, LLC has increased its shares by 5. In the recent year, Shakespeare Wealth Management, LLC has increased its shares by 18.