Beverly Hills Private Wealth, LLC's ownership history for SPY

Beverly Hills Private Wealth, LLC currently holds 792 shares with a market value of $515.1K. It started holding SPY on 2024-09-30. At its peak, it held 792 shares on 2026-03-31. Its highest holding value was $521.0K on 2025-09-30. At its lowest, it held 453 shares on 2024-09-30, with a value of $259.7K on 2024-09-30. In the recent 180 days, Beverly Hills Private Wealth, LLC has increased its shares by 10. In the recent year, Beverly Hills Private Wealth, LLC has increased its shares by 261.