Centric Wealth Management's ownership history for SPY

Centric Wealth Management currently holds 2.0K shares with a market value of $1.4M. It started holding SPY on 2024-09-30. At its peak, it held 2.1K shares on 2025-06-30. Its highest holding value was $1.4M on 2025-09-30. At its lowest, it held 1.9K shares on 2024-09-30, with a value of $1.1M on 2025-03-31. In the recent 180 days, Centric Wealth Management has decreased its shares by 47. In the recent year, Centric Wealth Management has increased its shares by 60.