Heirloom Wealth Management's ownership history for SPY

Heirloom Wealth Management currently holds 7.7K shares with a market value of $5.0M. It started holding SPY on 2026-03-31. At its peak, it held 7.7K shares on 2026-03-31. Its highest holding value was $5.0M on 2026-03-31. At its lowest, it held 7.7K shares on 2026-03-31, with a value of $5.0M on 2026-03-31.