Pacific Excel Wealth Advisors, Inc.'s ownership history for SPEM

Pacific Excel Wealth Advisors, Inc. currently holds 153.5K shares with a market value of $7.9M. It started holding SPEM on 2025-12-31. At its peak, it held 153.5K shares on 2026-06-30. Its highest holding value was $7.9M on 2026-06-30. At its lowest, it held 5.0K shares on 2025-12-31, with a value of $237.7K on 2025-12-31. In the recent 180 days, Pacific Excel Wealth Advisors, Inc. has increased its shares by 148.5K.