Lee-Kelleher Wealth Management's ownership history for SPY

Lee-Kelleher Wealth Management currently holds 18.4K shares with a market value of $12.5M. It started holding SPY on 2024-12-31. At its peak, it held 19.3K shares on 2025-03-31. Its highest holding value was $12.5M on 2025-12-31. At its lowest, it held 18.3K shares on 2025-09-30, with a value of $10.8M on 2025-03-31. In the recent 180 days, Lee-Kelleher Wealth Management has decreased its shares by 407. In the recent year, Lee-Kelleher Wealth Management has decreased its shares by 421.