Spartan Planning & Wealth Management's ownership history for SHV

Spartan Planning & Wealth Management currently holds 51.6K shares with a market value of $5.7M. It started holding SHV on 2024-12-31. At its peak, it held 51.6K shares on 2026-03-31. Its highest holding value was $5.7M on 2026-03-31. At its lowest, it held 3.1K shares on 2025-12-31, with a value of $339.2K on 2025-12-31. In the recent 180 days, Spartan Planning & Wealth Management has increased its shares by 48.0K. In the recent year, Spartan Planning & Wealth Management has increased its shares by 17.9K.