Essential Planning, LLC.'s ownership history for SPY

Essential Planning, LLC. currently holds 10.1K shares with a market value of $6.9M. It started holding SPY on 2024-09-30. At its peak, it held 73.8K shares on 2024-12-31. Its highest holding value was $43.6M on 2024-12-31. At its lowest, it held 962 shares on 2024-09-30, with a value of $552.0K on 2024-09-30. In the recent 180 days, Essential Planning, LLC. has increased its shares by 5.5K. In the recent year, Essential Planning, LLC. has decreased its shares by 63.7K.