DEFINED WEALTH MANAGEMENT, LLC's ownership history for SPY

DEFINED WEALTH MANAGEMENT, LLC currently holds 9.3K shares with a market value of $6.0M. It started holding SPY on 2024-09-30. At its peak, it held 9.8K shares on 2024-09-30. Its highest holding value was $6.4M on 2025-12-31. At its lowest, it held 9.3K shares on 2026-03-31, with a value of $5.4M on 2025-03-31. In the recent 180 days, DEFINED WEALTH MANAGEMENT, LLC has decreased its shares by 183. In the recent year, DEFINED WEALTH MANAGEMENT, LLC has decreased its shares by 406.