Montis Financial, LLC's ownership history for SPY

Montis Financial, LLC currently holds 15.1K shares with a market value of $10.1M. It started holding SPY on 2024-09-30. At its peak, it held 15.1K shares on 2025-09-30. Its highest holding value was $10.1M on 2025-09-30. At its lowest, it held 9.0K shares on 2025-06-30, with a value of $5.0M on 2025-03-31. In the recent 180 days, Montis Financial, LLC has increased its shares by 6.1K. In the recent year, Montis Financial, LLC has increased its shares by 5.6K.