Bordeaux Wealth Advisors LLC's ownership history for SPY

Bordeaux Wealth Advisors LLC currently holds 5.2K shares with a market value of $3.2M. It started holding SPY on 2024-09-30. At its peak, it held 5.2K shares on 2025-06-30. Its highest holding value was $3.2M on 2025-06-30. At its lowest, it held 2.2K shares on 2024-09-30, with a value of $1.2M on 2025-03-31. In the recent 180 days, Bordeaux Wealth Advisors LLC has increased its shares by 3.0K.