Axis Wealth Partners, LLC's ownership history for SPY

Axis Wealth Partners, LLC currently holds 4.8K shares with a market value of $3.2M. It started holding SPY on 2024-12-31. At its peak, it held 4.8K shares on 2025-03-31. Its highest holding value was $3.2M on 2025-09-30. At its lowest, it held 4.7K shares on 2024-12-31, with a value of $2.7M on 2025-03-31. In the recent 180 days, Axis Wealth Partners, LLC has decreased its shares by 29.