KWB Wealth's ownership history for SPY

KWB Wealth currently holds 560 shares with a market value of $346.0K. It started holding SPY on 2024-09-30. At its peak, it held 655 shares on 2025-03-31. Its highest holding value was $383.9K on 2025-03-31. At its lowest, it held 383 shares on 2024-09-30, with a value of $208.4K on 2024-09-30. In the recent 180 days, KWB Wealth has decreased its shares by 95. In the recent year, KWB Wealth has increased its shares by 177.