Brio Consultants, LLC's ownership history for SPY

Brio Consultants, LLC currently holds 549 shares with a market value of $365.7K. It started holding SPY on 2024-09-30. At its peak, it held 549 shares on 2025-09-30. Its highest holding value was $365.7K on 2025-09-30. At its lowest, it held 445 shares on 2025-03-31, with a value of $249.1K on 2025-03-31. In the recent 180 days, Brio Consultants, LLC has increased its shares by 104. In the recent year, Brio Consultants, LLC has increased its shares by 91.