DOPKINS WEALTH MANAGEMENT, LLC's ownership history for SPY

DOPKINS WEALTH MANAGEMENT, LLC currently holds 824 shares with a market value of $561.9K. It started holding SPY on 2024-12-31. At its peak, it held 935 shares on 2024-12-31. Its highest holding value was $622.9K on 2025-09-30. At its lowest, it held 824 shares on 2025-12-31, with a value of $523.0K on 2025-03-31. In the recent 180 days, DOPKINS WEALTH MANAGEMENT, LLC has decreased its shares by 111. In the recent year, DOPKINS WEALTH MANAGEMENT, LLC has decreased its shares by 111.