Gratus Wealth Advisors, LLC's ownership history for SPY

Gratus Wealth Advisors, LLC currently holds 11.9K shares with a market value of $7.9M. It started holding SPY on 2024-09-30. At its peak, it held 11.9K shares on 2025-06-30. Its highest holding value was $7.9M on 2025-09-30. At its lowest, it held 11.7K shares on 2024-09-30, with a value of $6.6M on 2025-03-31. In the recent 180 days, Gratus Wealth Advisors, LLC has increased its shares by 130. In the recent year, Gratus Wealth Advisors, LLC has increased its shares by 175.