Spartan Planning & Wealth Management's ownership history for PM

Spartan Planning & Wealth Management currently holds 2.1K shares with a market value of $340.4K. It started holding PM on 2024-12-31. At its peak, it held 3.4K shares on 2024-12-31. Its highest holding value was $601.4K on 2025-06-30. At its lowest, it held 1.7K shares on 2025-12-31, with a value of $270.0K on 2025-12-31. In the recent 180 days, Spartan Planning & Wealth Management has increased its shares by 96. In the recent year, Spartan Planning & Wealth Management has decreased its shares by 860.