Strategic Financial Planning, Inc.'s ownership history for SPDW

Strategic Financial Planning, Inc. currently holds 367.7K shares with a market value of $15.7M. It started holding SPDW on 2024-09-30. At its peak, it held 378.9K shares on 2025-06-30. Its highest holding value was $15.7M on 2025-09-30. At its lowest, it held 355.4K shares on 2024-09-30, with a value of $12.9M on 2024-12-31. In the recent 180 days, Strategic Financial Planning, Inc. has decreased its shares by 8.7K. In the recent year, Strategic Financial Planning, Inc. has increased its shares by 12.2K.