BWM Planning, LLC's ownership history for SPY

BWM Planning, LLC currently holds 4.3K shares with a market value of $2.9M. It started holding SPY on 2025-06-30. At its peak, it held 4.5K shares on 2025-06-30. Its highest holding value was $2.9M on 2025-12-31. At its lowest, it held 4.3K shares on 2025-09-30, with a value of $2.8M on 2025-06-30. In the recent 180 days, BWM Planning, LLC has decreased its shares by 161.