Copia Wealth Management's ownership history for SPY

Copia Wealth Management currently holds 265 shares with a market value of $172.3K. It started holding SPY on 2024-12-31. At its peak, it held 265 shares on 2026-03-31. Its highest holding value was $172.3K on 2026-03-31. At its lowest, it held 81 shares on 2025-06-30, with a value of $47.5K on 2025-03-31. In the recent 180 days, Copia Wealth Management has increased its shares by 147. In the recent year, Copia Wealth Management has increased its shares by 180.