Daner Wealth Management, LLC's ownership history for SPY

Daner Wealth Management, LLC currently holds 601 shares with a market value of $399.5K. It started holding SPY on 2024-12-31. At its peak, it held 612 shares on 2024-12-31. Its highest holding value was $399.5K on 2025-09-30. At its lowest, it held 601 shares on 2025-06-30, with a value of $370.5K on 2024-12-31. In the recent 180 days, Daner Wealth Management, LLC has decreased its shares by 11.