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

Strategic Financial Planning, Inc. currently holds 143.0K shares with a market value of $6.6M. It started holding SPSM on 2024-09-30. At its peak, it held 143.0K shares on 2025-09-30. Its highest holding value was $6.6M on 2025-09-30. At its lowest, it held 102.1K shares on 2024-12-31, with a value of $4.4M on 2025-03-31. In the recent 180 days, Strategic Financial Planning, Inc. has increased its shares by 33.9K. In the recent year, Strategic Financial Planning, Inc. has increased its shares by 40.7K.