Helen Stephens Group, LLC's ownership history for SPY

Helen Stephens Group, LLC currently holds 14.0K shares with a market value of $9.1M. It started holding SPY on 2024-09-30. At its peak, it held 14.0K shares on 2026-03-31. Its highest holding value was $9.6M on 2025-12-31. At its lowest, it held 10.3K shares on 2024-09-30, with a value of $5.9M on 2024-09-30. In the recent 180 days, Helen Stephens Group, LLC has increased its shares by 63. In the recent year, Helen Stephens Group, LLC has increased its shares by 704.