INSTRUMENTAL WEALTH, LLC's ownership history for SPY

INSTRUMENTAL WEALTH, LLC currently holds 646 shares with a market value of $439.5K. It started holding SPY on 2025-03-31. At its peak, it held 651 shares on 2025-03-31. Its highest holding value was $439.5K on 2025-09-30. At its lowest, it held 645 shares on 2025-06-30, with a value of $358.5K on 2025-03-31. In the recent 180 days, INSTRUMENTAL WEALTH, LLC has decreased its shares by 5.