Lakeshore Financial Planning, Inc.'s ownership history for SPY

Lakeshore Financial Planning, Inc. currently holds 673 shares with a market value of $437.7K. It started holding SPY on 2024-09-30. At its peak, it held 959 shares on 2025-06-30. Its highest holding value was $630.1K on 2025-12-31. At its lowest, it held 609 shares on 2024-09-30, with a value of $349.4K on 2024-09-30. In the recent 180 days, Lakeshore Financial Planning, Inc. has decreased its shares by 221. In the recent year, Lakeshore Financial Planning, Inc. has decreased its shares by 5.