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

Strategic Financial Planning, Inc. currently holds 33.3K shares with a market value of $2.7M. It started holding SPTM on 2024-09-30. At its peak, it held 33.5K shares on 2024-09-30. Its highest holding value was $2.7M on 2025-09-30. At its lowest, it held 33.3K shares on 2025-09-30, with a value of $2.3M on 2025-03-31. In the recent 180 days, Strategic Financial Planning, Inc. has decreased its shares by 147. In the recent year, Strategic Financial Planning, Inc. has decreased its shares by 156.