Bull Oak Capital, LLC's ownership history for SPY

Bull Oak Capital, LLC currently holds 1.0K shares with a market value of $666.6K. It started holding SPY on 2024-09-30. At its peak, it held 1.0K shares on 2025-09-30. Its highest holding value was $698.9K on 2025-12-31. At its lowest, it held 735 shares on 2024-09-30, with a value of $421.8K on 2024-09-30. In the recent 180 days, Bull Oak Capital, LLC has increased its shares by 0. In the recent year, Bull Oak Capital, LLC has increased its shares by 154.