Forum Private Client Group LLC's ownership history for SPY

Forum Private Client Group LLC currently holds 678 shares with a market value of $451.6K. It started holding SPY on 2024-09-30. At its peak, it held 816 shares on 2024-12-31. Its highest holding value was $478.2K on 2024-12-31. At its lowest, it held 678 shares on 2025-06-30, with a value of $383.7K on 2025-03-31. In the recent 180 days, Forum Private Client Group LLC has decreased its shares by 8. In the recent year, Forum Private Client Group LLC has decreased its shares by 101.