WealthPlan Investment Management, LLC's ownership history for SPTM

WealthPlan Investment Management, LLC currently holds 25.3K shares with a market value of $2.1M. It started holding SPTM on 2024-09-30. At its peak, it held 30.5K shares on 2024-12-31. Its highest holding value was $2.2M on 2025-09-30. At its lowest, it held 9.1K shares on 2024-09-30, with a value of $635.2K on 2024-09-30. In the recent 180 days, WealthPlan Investment Management, LLC has decreased its shares by 1.6K. In the recent year, WealthPlan Investment Management, LLC has decreased its shares by 5.2K.