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

Strategic Financial Planning, Inc. currently holds 39.6K shares with a market value of $1.9M. It started holding SPEM on 2024-09-30. At its peak, it held 43.5K shares on 2024-09-30. Its highest holding value was $1.9M on 2025-09-30. At its lowest, it held 39.6K shares on 2025-09-30, with a value of $1.7M on 2024-12-31. In the recent 180 days, Strategic Financial Planning, Inc. has decreased its shares by 3.6K. In the recent year, Strategic Financial Planning, Inc. has decreased its shares by 3.9K.